To download an invoice as a PDF, open the invoice and choose Download PDF from its More menu.
If you are a therapist or practice admin
- Open the invoice. You can find it on the Invoices page, or in a client's billing tab (the Sessions and Billing list). Clicking any invoice opens its invoice panel.
- Open the More menu in the invoice panel.
- Choose Download PDF. The file saves right away. Choose Preview first if you want to look at it.
To download a receipt instead, choose Download receipt in the same menu. It appears once at least one payment is recorded on the invoice. If the invoice has more than one receipt, you are asked which one to download.
If Download PDF is greyed out, a session on that invoice still needs its attendance confirmed. Confirm attendance for every session on the invoice, then try again. If you cannot see invoices at all, ask your practice owner to check your billing access.
If you are a client
Your clinic emails you the invoice with the PDF attached. After you pay, the clinic can also email you a receipt. If you cannot find the email, ask your clinic to resend it.
If this does not work
Contact Ignia support by chat and tell us which invoice you are trying to download.