Payment Receipts are essential for providing proof of payment or refunds to clients. They are especially useful for non-card payments.

Receipts can be previewed and shared with clients from multiple places on the platform.

Access the receipt preview directly after adding a payment.

Preview receipts following a payment refund.

In the patient's record, under Billing, click the Preview Receipt icon next to the payment.

The Payments Report also allows you to preview receipts for visits marked as 'Pending checkout' or 'Closed'.

You can do so from multiple places if you need to update a receipt.

In the Record, scroll down to the Billing section. Below the total, you can see a list of payments. Click on the Edit icon to update the payment. These changes will be reflected in the next receipt preview/print.

From the Payment Report, find the payment that needs updating, then click on the Edit icon to update it. These changes will be reflected in the next receipt preview/print.

Receipts can be shared via:

The Receipt includes all the relevant information regarding the client, the clinic, the payment, and any refunds related to the payment. This is what the standard Receipt looks like👇