Send Payment Receipts to Clients

PracticeQ allows you to manually send receipts to your clients, or set them up to send automatically when a payment is processed.

Send a Manual Receipt

1. Click Lists → Invoices.
2. Open the invoice in which the payment was processed. 
3. Verify that the invoice is paid by processing the payment or tracking a manual payment as needed. You will see a green paid tag by the invoice number at the top.
4. On the invoice dialog, open the Actions dropdown menu and select Send Receipt.
5. Verify:
   
   1. Delivery Method - Email or Secure Message Portal
   2. Recipient's email address
   3. Email Subject - Customize if desired
   4. Email Body - Change wording if needed
6. Click Send Receipt.

   

Set Up Automatic Receipts

1. Click Lists → Invoices → Invoice Settings.
2. Select the Emails tab.
3. Select the Receipt Email tab on the left.
4. Under the Automated Receipts section you have options to send a receipt when:
   
   1. client pays online
   2. client is charged automatically
   3. staff processes a payment manually
5. Make your selections and click Save.

   

Customize Receipt Information