If you are on the latest version 2016.2.7 you should see an email invoice button in bottom of invoice. Once you push button it should give you the option to post a message in one of the patient records via a drop down menu in the top area of email screen (but not all patients on the invoice, for multi-patient invoices). Also, remember Rabies certificates and other Word doc attachments or handouts will not go with the email and invoice, only the invoice. You also still have to "close" the invoice after you email it. If you are putting invoice instructions for any patient on this invoice thru the right click Instructions these must be printed after you email the invoice or the instructions will not populate back into the CID medical history. I only recommend using the new email invoice function for over the counter sales, quick visits with no handouts or detailed attached instructions.
Dr. Paul