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Receipts

Send a receipt via email

You can send a credit card receipt via email directly from the schedule, or from the patient profile page.

Send a receipt from the schedule

After you've completed a checkin, click the pencil icon. This will bring up the Reverse Checkin popup modal. Click the Print Appointment button:

Print receipt 2.png

The invoice will open in a separate window. Click the Send Via Email button to email the receipt directly to the patient: 

Print receipt 3.png

Send a receipt from the Patient Profile page

Find the transaction list on the Patient Profile page, find the transaction you want to email. Click the printer icon: 

Print receipt 4.png

The invoice will open in a separate window. Click the Send Via Email button to email the receipt directly to the patient: 

Print receipt 3.png

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