Engagement: Issuing Payment Receipts
In this article, you will learn how to send electronic receipts and print them directly from your 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 will learn how to send electronic receipts and print them directly from your Clearent portal.


Sending Electronic Receipts

  1. Access the Payments tab

  2. In the Transactions page, you will see a list of all payments made

  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 Your 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


Related Resources

The following resources will give you a more in-depth explanation on how to use Engagement Payments:

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