A receipt shows payments made for the current day or date range.
In the Account Module toolbar, click the Statement dropdown, Receipt.
This immediately prints to the default printer and only shows today's payments.
To email a receipt or print a receipt for a 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.
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.