> ## Documentation Index
> Fetch the complete documentation index at: https://docs.thrizer.com/llms.txt
> Use this file to discover all available pages before exploring further.

# July 13, 2026 — Superbill redesign and Payments filters

> Generate Superbill now offers Download or Email to client, driven by your Payments filters. New Appointment date and multi-select Clinician filters.

## What changed

### Redesigned Generate Superbill

A single **Generate Superbill** dropdown now replaces the per-portal drawer across every Payments view. That includes the Transactions hub, a client's Payments tab in the Clinician Portal, and the Client Portal Payments page.

The dropdown exposes two actions:

* **Download** — save the superbill PDF to your device. If the currently filtered transactions cover more than one clinician, Thrizer generates one PDF per clinician and returns a ZIP archive containing all of them.
* **Email to client** (**Send via email** in the Client Portal) — deliver the superbill by email to the client on file (or to yourself, when generated from the Client Portal). Multi-clinician exports arrive in a single email with all PDFs attached.

**Filter-driven scope.** The superbill always reflects the filters currently applied to the Payments view — date range, appointment date, clinician, client, payment type, and status. Adjust the filters first, then generate.

**Preflight count before you export.** The confirmation modal shows how many eligible transactions will be included and how many separate superbills (one per clinician) will be produced, so you can double-check the scope before confirming. The action is disabled when nothing in scope is eligible — for example, when the filtered list contains no successful Self-Pay appointment charges.

**Refreshed PDF layout.** The generated superbill PDF has a refreshed visual layout for better legibility and consistency across clinicians and clients.

### New Payments filters

The Payments filter row now supports two additional filters, available in the Transactions hub, a client's Payments tab in the Clinician Portal, and the Client Portal Payments page:

* **Appointment date** — narrow the list by the session date on the transaction (not the date the charge processed). Appointment dates are timezone-aware, so sessions logged in your local time zone stay in the correct day when you filter across time zones.
* **Clinician (multi-select)** — pick one or more clinicians. The picker now includes former or disconnected clinicians who appear in transaction history. Historical activity remains filterable after a clinician leaves the practice or a client disconnects from a clinician.

Both filters flow through to the filtered payments CSV export and to the Generate Superbill scope.

## Where to read more

* Clinician side: [Claims and superbills](/help/clinician/claims-and-superbills) and [Payments, payouts, and refunds](/help/clinician/payments-payouts-and-refunds).
* Client side: [Viewing payments and exporting receipts](/help/client/payments-and-receipts) and [Getting started as a client](/help/client/getting-started).