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How do I download the invoice for a request?

Updated

Download a request's invoice as a PDF once the patient has paid. Anyone on your team can do this, not only the practitioner.

Download the invoice

  1. In the sidebar, click Service Requests and open the request.

  2. In Actions, click the copy you need:

    • Download office invoice: your practice's copy, with the Docnote platform fee and the practitioner's payout.
    • Download patient invoice: the patient's copy, without the Docnote platform fee or the payout. Use it to print or email a copy for the patient.

  3. The PDF downloads, and a message confirms it, for example Office invoice … downloaded.

The invoice buttons show on paid requests, requests awaiting a document, and refunded requests. A refunded request's office invoice shows the refund.

Download failed?

Try again in a moment. If the request was cancelled or expired before payment, there is no invoice to download.

Your patient has their own copy

Docnote emails the patient a receipt when they pay, and they can download their invoice from their download page. To send it again, see How do I resend a receipt to my patient?

Still stuck?

If something doesn’t look right, our customer support team can help. Contact customer support or email support@docnote.com.