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Perform payment transaction (Payment or UAC)
Click Save
An Option will pop up with the Summary
The receipt image will appear on the left
Optional: Add a note
Select how you would like to generate receipt
Print/View Receipt
E-mail Receipt
If the patient has an email on file it will appear below and clicking E-mail Receipt will send the receipt to that email.
If they do not have an email on file or would like it sent to another email click Send to a Different E-mail > Enter E-mail > Click Check Box> then click E-mail Receipt.
Click “Done”
Generating Multiple receipts
At the top click on Preview Patient Receipts
Optional: Filter view to show payments or refunds. You can also filter by date range.
Click on the + sign in the Action column to view what was paid on
Select the visits you want to reprint
Click on Generate Receipt(s)
Optional: Add a note to appear at the bottom of the screen
Select to Print or E-mail Receipt
Click “Done”
Optional: You can also print a Summary of all the receipts as well if details are not needed.
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The e-mailed receipt will only show proof of payment, not details. You may download the receipt as a PDF to email from your work email to email details. |
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