Receipt

Print or email a receipt to show a patient their payments made for the current day or date range.

In the Account Module, click the Statement dropdown, Receipt.

Receipts also show payment plan information, insurance estimates, and the patient balance for a single patient. A slightly different version of the receipt is created for Canada, see Canada Receipts. Once printed, the receipt shows as a line item in the Patient Account grid. Double-click to view, reprint, or resend. A PDF of the receipt is also stored in the Images Module under the Statements image category.

To set the default printer receipts print to, see Printer Setup.

Walkout Receipt

Clicking Receipt from the Statement dropdown menu immediately prints to the default printer and only shows today's payments.

Email a Receipt / Select Date Range

To email a receipt or print a receipt for a date range:

  1. In the Statement dropdown, click More Options
  2. On the Statement Window enter the Date Range and check Receipt.
  3. Select the Mode. Defaults to InPerson if no selection is made and the receipt is printed. If emailed, the mode defaults to Email.
  4. (optional) Add statement note/bold notes if needed.

To preview before printing or emailing, click View. Click Print to send the receipt to the default printer. Click Email to email the receipt as a PDF, see Email Send.

Credit Card/ACH Receipts

Receipts generated from the integrated Credit Card processing companies can also be printed or emailed but do not include patient account information. After processing a Credit Card Payment, click Print Receipt or Email Receipt on the Payment window. These receipts can also be set to automatically print after a successful transaction, see XCharge Setup or PayConnect Setup.

To print receipts for successful recurring charge transactions, see CC Recurring Charges, Printing Receipts.