Overview

You can print a payment receipt from the Calendar or Account Ledger to provide a client with proof of payment.

The receipt includes relevant payment and client information, such as the practice name and address, client name, payment date and time, payment amount, payment source, and applicable transaction details.

Print a Payment Receipt from the Account Ledger

1. Go to the client's chart.
   
2. Select Account at the top.
   
3. Expand the Unapplied Payments accordion.
   
4. Click the Details button.
5. On the Transaction Details screen, select Print Receipt.

Payment Receipt Information

Payment receipts may include the following information:

• Practice name and address
• Client name
• Client address
• Payment date and time
• Payment amount
• Payment source
• Reference number for check and credit card payments
• Confirmation number for Nexio payments
• Transaction ID for Nexio payments

The location displayed on the receipt is based on where the payment was collected:

• Appointment: The location associated with the appointment.
• Account Ledger or Payment Link: The location associated with the note where the service code was entered.
• Unapplied Payment: The location on the client's chart when the payment was originally collected.

If an unapplied payment is later applied to an encounter with a different location, the receipt continues to display the location where the payment was originally collected.

Print a Receipt for a Refunded Payment

When a payment has been refunded, the receipt includes both the original payment amount and the refunded amount.

FAQs

Where can I print a payment receipt?
You can print a payment receipt from payment details in the Account Ledger or from the associated appointment in the Calendar.

What information is included on a payment receipt?
The receipt includes relevant practice, client, payment, and transaction information, including the payment amount, payment source, and applicable reference or transaction details.

Can I print a receipt for a refunded payment?
Yes. A receipt for a refunded payment includes the original payment amount and the refunded amount.

Which location appears on the receipt?
The location depends on where the payment was collected. Payments from an appointment use the appointment location, while unapplied payments use the location recorded on the client's chart when the payment was collected.

What happens if I apply an unapplied payment to an encounter at a different location?
The receipt continues to display the location where the payment was originally collected.

Can I review a receipt before printing it?
Yes. Selecting Print Receipt opens a print preview where you can review the receipt before selecting Print or Cancel.

What transaction details are included for Nexio payments?
Nexio payment receipts include the applicable confirmation number and transaction ID.