How Do I Email Or Print Receipts?

Learn how to Email or Print Receipts

In your Unified Practice web platform, you can print receipts or save them as PDF files so you can email them directly to your patients

Jump to:

• Print a Receipt When Processing a Payment

• Print a Receipt after a Transaction

Print a Receipt When Processing a Payment

You can print a receipt when you are processing a payment:

• Click on Receive Payment
• Fill out the necessary payment details
• Check Email Receipt, Print Receipt, or both.

Once you've applied that payment to the visit, or added it to the patient's Credit, the receipt will pop-up in a separate tab in your browser and will look like this:

You'll notice the print icon in the top right corner of the page. From here you have the option to print the receipt. If you'd rather save it as a PDF to email to your patient, you can do so here as well.

Print a Receipt after a Transaction

You can print a receipt in two places after a transaction:

• Go to Billing > Payment List, click on the document icon to open it and right click to print the receipt.
  
  
  

• Your second option, is to go to Patient List > Billing > Payments, click on the document icon to open it and right click to print the receipt.
  
  
  
  
  

If you have any questions, please don't hesitate to contact our support team at support@unifiedpractice.com