How to Create a Receipt

There are two methods that you can use to create a receipt for your patient for your services. 

After an appointment is created, you can create a receipt by selecting the appointment and this will bring you to the “Appointment Details”. From “Appointment Details”, you can click “Bill a Patient” from the top right hand corner. “Bill a Patient” will pop up and the Patient, Appointment and Service details will be pre-populated. To request payment, select “Create a Receipt for this Patient” under “What kind of document do you want to create?”. Please note that you must complete all of the mandatory fields as indicated by the red asterisk (*). Other fields are optional. 

1. “Create a Receipt for this Patient”: This option will create a receipt that is sent to the patient through their email and/or SMS. 
1. Enter a message to appear on the receipt for the recipient
2. Date Paid
3. Total Amount Paid: If the appointment was booked using a healthcare service type with   a price, the “Total Amount Paid” will autofill with the price assigned. 

Once you have filled out the fields to “Create a Receipt for this Patient”, click “Send” in the bottom right corner of the “Bill a Patient” pop up. The pop-up will disappear and you will see a green pop-up saying “Document Sent” in the top right hand corner to indicate that your receipt has been successfully sent to the patient. 

You can also create a receipt by navigating to “My Patients/All Patients” and selecting the Cumulative Patient Profile of the patient you wish to create a receipt for. In the “Patient Profile”, click on “Bill a Patient” in the top right corner and a pop up will populate. From the “Patient Profile”, the Patient details will be autofilled. You can select the appointment that you wish to create a receipt for under Appointment. If a healthcare service type was selected during the booking process of a selected appointment, the Service will autofill with a healthcare service. If the healthcare service type assigned has a price attached, the price will also autofill in “Total Amount Paid”. 

Once you have filled out the fields to “Create an Receipt for this Patient”, click “Send” in the bottom right corner of the “Bill a Patient” pop up. The pop-up will disappear and you will see a green pop-up saying “Document Sent” in the top right hand corner to indicate that your receipt has been successfully sent to the patient.