Email payment receipts
After I process a client's payment, allow me to email them a copy of their receipt.
Jami Genson
shared this idea
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Rachel Schwartz commented
I go to Client-then Billing and apply a payment. When I do this i have many people who pay Check, Cash or Zelle and want Receipts. I would love their to be a button i can click that could send a receipt instead of me having to then go back and click on billing and payment and send receipt. It should be an option as I'm applying the payment.
Feel free to call 347-229-7274 or email blueskytherapy1@gmail.com
if I'm not explaining myself well enough. This would be a HUGE help for me as I have this frustration several times a day. -
Karen Masters
commented
Is there any progress on this?
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Jeanne' Dyer
commented
We would appreciate an option to send check or cash receipts to clients via email. Some clients need a receipt with every session and it would save us valuable time to have this option for each client. Thank you!
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Julie
commented
We desperately need the ability to have an emailed receipt sent automatically to clients who pay by check/cash.
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Anonymous
commented
right now you can only print receipts. Currently we have to print the receipt to pdf and then outside of Theranest email the pdf file to clients.