GOrendezvous

Add a Logo to Receipts and Emails

View the new prices on your receipts

Add a Signature to My Receipts

Cancel a Receipt

Start my receipts with a specific number

Here's how to send digital insurance receipts to your clients, either for a specific appointment or for a past period of time.

Easily send one or multiple receipts by email or print them

Choose the Information to Display on the Receipt

Share a receipt in the client's portal (or remove it)

How to Check Whether an Insurance Receipt Was Sent by Email

Patrick GOrendezvous

Sarah GOrendezvous (elle/she)

Céline GOrendezvous

Insurance receipt

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This prototype demo is aware that you are reading “{title}”. It can point you back to the current article, but a production article-aware Fin contract is still follow-up work.

Prototype article-aware answer

Because you already asked about invitations, this prototype demo can add the follow-up: use the role selector before sending each invite to limit access to the teammate responsibilities.

Prototype role-limiting follow-up

This prototype demo suggests starting with your workspace profile, inviting the team members who need access, and then connecting the integrations you use.

Prototype getting-started answer

In this prototype demo, integrations are configured from workspace settings. Choose the integration, connect the account, and review the enabled permissions.

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In this prototype demo, invite teammates from workspace settings, then choose the access each teammate needs before sending the invitation.

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This prototype demo does not have a scripted answer for that question yet. Try asking how to invite your team or open a source article. No production Fin API was called.

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