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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.
If you are unable to access this feature or make changes, you have not been granted permission in your user profile. Contact an admin team member in your practice to enable access or work with them to complete the steps outlined in the instructions below. Click here to learn how to update user permissions.
Enable Automatic Electronic Receipts
All OpenDental, Eaglesoft, and Dentrix users can toggle their Dental Intelligence 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.
To update your practice's receipt settings, navigate to Settings > Practice Setup > Payments.
Send an Emailed Receipt or Download a PDF Copy
In the left side menu, click on the Revenue Cycle dropdown and then click Payments
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.
Need to update the patient's email address? You can do so in your practice management software. Once updated, run a patient sync. Click here to learn how to run a patient sync.
A note about digital payment methods: When a patient pays using a digital payment method (Apply Pay, Google Pay), the 4-digit number shown on the receipt as the "Card Used" will not match the patient's actual credit card. This is a security feature implemented by Apple/Google and cannot be changed.