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How to Generate a Patients Payment History Receipt

 

Patients will request a receipt of ALL payments made in their account but, will not want charges etc. attached. 

 

Here is how to provide that

 

1. Go to Patients file

2. Select Ledger Tab

3. Select Payments Tab

4. Hold down Ctrl button 

5. Select ALL payments made by patient

6. Select Print Receipt Button

 

Print_Receipt.png

 

Your Receipt will pop up showing all entries that were selected.

You will be able to Print this receipt for the Patient or save to your computer and it can be emailed.

 

 

Payment_receipt.png

 

To Download the receipt to PC

You will see the Red Arrow is pointing to the Export options. X=Excel, A=Adobe and W=Word. 

 

 

You will also see the total Amount Paid calculated at the end of the receipt.

 

Amount_paid.png

 

 

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