Send by Email or Print One or More Receipts

Here's how to send digital insurance receipts to your clients, either for a specific appointment or for a past period of time:

To print or send one specific receipt for a client:

1. Click on Clients in the left menu

2. Search for the client 

3. Open their client profile

4. Open the Visits & Payments tab

5. Click on the desired appointment, then click on the appointment window in your schedule (highlighted in yellow)

6. Then, in the appointment, click on the Receipt button

7. Click on Email or Print. If you click on Print, you will also be able to change the destination and save the receipt in PDF format. Please note that in order for the Send by email button to be displayed, an email address must be indicated under Client information in the customer file

Now here is how to send a receipt history (for example, tax season):

Follow steps 1 to 6 above, then: 

7. Select the desired period from the drop-down list 

8. Choose whether you want to display the receipts generated by all professionals or a specific professional that the client has seen during this time period 

9. Send by email or Print