Engagement: Issuing Payment Receipts

Learn how to issue electronic receipts automatically and manually in Engagement, or print them directly from the Clearent portal

Emily Allred avatar
Written by Emily Allred
Updated over a week ago

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

  1. Access the Payments tab

  2. From the Transactions tab, choose the transaction that you would like to send a receipt for

  3. Hover over Payment Receipt

  4. Select Send Copy

  5. Confirm that the email address for the patient is correct and select Confirm to send the receipt.

    1. 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

  1. Click on Transactions

  2. Select Card Transactions

  3. You can easily locate the transaction you wish to print by using custom filters or entering the last four digits of the card

  4. Click on the desired transaction

  5. Select Print/Email receipt

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