Receipts - Client Payments

Do you or a client need to access and view or print a receipt for a payment made?

Read on to find out more about how this handy, easy feature works in the system automatically for you: saving both you and your client time!

In this Article:

Creating a Receipt

🎉 Good news! When a payment is processed, we automatically generate a receipt. There's no additional work for you or your staff.

As soon as you complete the payment, it will be immediately visible to you, other staff members, as well as clients (via the portal).

To access go to:

  • Clients (left menu)
  • Click on the client, bringing you to their profile
  • Click Billing (top tab):


  • You'll then be presented with this screen, showing the client payment:

Viewing, Printing, or Saving a Receipt

  • To view a receipt, from the screenshot above click on either the date or line item (Client Payment)
  • That will bring you to this screen below, where you can view payment details:


Clicking (top right) will open a new tab with the receipt as a PDF.

From here, you have two options:

  • Save as a PDF to your local device
  • or Print the receipt

Enable Client Portal Settings for Billing

Note: You must first enable billing permissions in order for clients to view Receipts, or any other accounting related things like statements and superbills.

Follow the steps below to ensure that's enabled:

  • Click your name (top right menu)
  • Click
  • Click the Client Portal tab
  • Ensure "Allow clients to view their accounts and receive statements? " is set to Yes
  • If not:
    • Click the button
    • Change the above option to Yes and click

Client Portal View: Print Receipt

Clients can sign into the same portal link you do!


  • Once signed in, click $ Billing (left menu):


  • From there, clients will be presented to a similar billing screen as your own:


  • Click on the date or line item Client Payment to bring you to the payment details page:
  • Then click (top right)


This will open a new tab with the receipt as a PDF, example shown below:


From here, you have two options:

  • Save as a PDF to your local device
  • or Print the receipt

Common Questions:

Can I send the client a receipt via email?

For security, we've opted to not build this feature in accordance to our understanding of HIPAA. Email is risky, so we don't send receipts that way. We keep everything contained within the system, so client data and privacy is secure. The only way to access a receipt for the client is to sign in to the client portal with the above steps.

Are receipts automatic?

Yes! If the client has a portal account and signs in, they can immediately see their payment and receipt with the above steps.

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