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Tara00
Level 1

A client wants a summary of work already done and billed for. I don’t want to charge her, she’s not the responsible payer. I just want to send her a summary of service.

It’s a little complicated. I provide foot care service to a long term care home and the invoice has all of the residents’ names on it. One of the client’s spouse requires a copy to submit to his insurance for coverage. Is it possible to send her a service summary of some kind, without all the other names on it because of client confidentiality. Creating an invoice just for her would be requiring payment, and she does not need to pay me as I bill the long term care home. Or is there a way to create a letterhead so I can send the information she needs?
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