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!

Creating a Receipt

🎉 Good news! When a payment is processed, we automatically generate a receipt in the system. 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 the top right button will open a new tab with the receipt as a PDF.

⚠️ Note: From here, you have two options:

Save as a PDF with your browser controls to your local computer
or Print the receipt

Here's an example of what the above receipt looks like:

Client Portal: Viewing, Printing, or Saving a Receipt

⚠️ Note: In order for clients to view Receipts (or any other accounting related things like statements and superbills), you must first have your client portal settings enabled. Follow the steps below to ensure that's enabled.

Go to:

My Profile (left menu)
Client Portal Settings section
Ensure "Allow clients to view their accounts and to create and view billing statements, FSA statements, and superbills?" is set to Yes
If not, follow these steps:
- Click the blue button
- Change the above option to Yes and click

As a client, to view receipts they would sign into the client portal like they normally would, then access the left menu option $ My Account:

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 at the top right.

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

⚠️ Note: From here, you have two options:

Save as a PDF with your browser controls to your local computer
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 clients 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.