Payment receipts are essential records of financial transactions, providing evidence of payment amount, date, and purpose. They are important for both your practice and individuals to stay organized and keep track of finances.
In this article, you'll learn how to:
Enable Automatic Electronic Receipts
All OpenDenta, Eaglesoft, and Dentrix users can toggle their Engagement Payments settings to automatically send payment receipts to patients via email whenever a payment is made. This default setting for this option is toggled to On.
Send a Manual Electronic Receipt
Access the Payments tab
From the Transactions tab, choose the transaction that you would like to send a receipt for
Hover over Payment Receipt
Select Send Copy
Confirm that the email address for the patient is correct and select Confirm to send the receipt.
To update the email address, you can do so in your practice management software. Once updated, syncing your patient is required. Follow this link to learn how to run a patient sync.
Printing a Receipt from the Clearent Portal
Login to my.clearent.net
Click on Transactions
Select Card Transactions
You can easily locate the transaction you wish to print by using custom filters or entering the last four digits of the card
Click on the desired transaction
Select Print/Email receipt
