Print or email a receipt to show a patient their payments made for the current day or date range.
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.
Clicking Receipt from the Statement dropdown menu immediately prints to the default printer and only shows today's payments.
To email a receipt or print a receipt for a date range:
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.
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.