...
Perform payment transaction (Payment or UAC)
Click Save
A New An Option will pop up with the Summary
The receipt image will appear on the left
Optional: Add a note
On the Right click on Print/View Receipt
Click “Done”
...
Perform payment transaction (Payment or UAC)
Click Save
A New Option will pop up with the Summary
The receipt image will appear on the left
Optional: Add a note
On the Right click “Email Receipt” to email to the patient’s email on file
Optional: Send receipt to a different email address
Click “Send Receipt to a different email address”
Enter in New Email address
Click Check Mark icon
Click Email Receipt
Click Done
Generating Multiple receipts
At the top click on Preview Patient Receipts
Optional: Filter view to show payments or refunds.
Click on the + sign in the Action column to to view what was paid on
Select the visits you want to reprint
Click on Print Generate Receipt(s)
Optional: Add a note to appear at the bottom of the screen
A pop up window will appear to print or email the receipts selected
Click “Done”
Optional: You can also print a Summary of all the receipts as well.
...