Payment and refund 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:
Looking to learn even more about Engagement Payments? Check out our on-demand webinar!
Enable Automatic Electronic Receipts
All OpenDenta, Eaglesoft, and Dentrix users can toggle their Engagement Payments settings to automatically send payment and refund receipts to patients via email whenever a payment is made or refund is issued. The default setting for this option is toggled to On.
Send an Emailed Receipt or Download a PDF Copy
Access the Payments tab
From the Transactions tab, choose the transaction that you would like to send a receipt for
Hover over Payment Receipt, then click Send Copy to send the patient an emailed receipt, or click Download PDF to download a PDF copy for printing
If sending an emailed receipt copy: Confirm that the email address for the patient is correct and select Confirm to send the receipt.
Note: To update the patient's email address, you can do so in your practice management software. Once updated, syncing your patient is required. Click here to learn how to run a patient sync.
Print 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
