Sending Payment Receipts to Your Clients

IntakeQ's payment processing system allows you to either manually send receipts to your clients, or have them automatically setup to send when a payment is processed.

Sending a Manual Receipt

To send a receipt for a paid invoice to a client, follow the steps below:

  1. Open the invoice where the payment was processed. This can be done from the "Invoices" tab of the client's profile, from the appointment dialog, or from the "Lists > Invoices" screen (among other locations).
  2. Make sure the invoice is paid by processing the payment or tracking a manual payment as needed. You'll see a green "paid" tag by the invoice number at the top when it's marked as paid.
  3. On the invoice dialog, click the "Actions" button and select "Send Receipt".
  4. You will be presented with various options to set, and can customize the email that gets sent along with the receipt as well.

Setting Up Automatic Receipts

If you want receipts to be automatically sent to your clients when payments are processed, follow the steps below to enable this functionality:

  1. Navigate to "Lists > Invoices" and click the "Invoice Settings" button in the top right corner.
  2. Click on the "Emails" tab, and select "Receipt Email" down the left side.
  3. Under the "Automated Receipts" section you'll see three options you can enable or disable to have automatic receipts sent out in various cases.

Customizing Receipt Information

You can customize the business information that appears on receipts you send to your clients. To access these settings, follow the steps below:

  1. Navigate to "Lists > Invoices" and click the "Invoice Settings" button in the top right corner.
  2. On the initial "Template" tab you will be able to customize your business details, including adding a logo.
  3. There are other invoice settings here as well that some will find useful depending on their specific clinic setup.

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