Receipt Delivery

Receipt Delivery allows a user to set their preferences for receiving receipts through email, text, or both. To make a selection, use the drop-down menu on the Payment Confirmation screen, enter the necessary information for email and/or text, and then click Send Receipt to proceed. This customization ensures each user can tailor their receipt delivery to their specific needs. If the submitter is not set up for electronic delivery of receipts, the Receipt Delivery Preference section will not display. See Payment Processor Setup on more information on submitter configuration.

If a receipt delivery option was selected, a message displays indicating the receipt was sent successfully and the Send Receipt button is disabled. Click Print to print a receipt from here or click Close.

If email is selected as the preference, the patient will receive an email receipt such as the one below, which includes a link to view the receipt online.

If text is selected as the preference, the patient will receive a text message such as the one below, which includes a link to log in and view the receipt online.

Receipt Delivery details are available for transactions sent electronically and provides users with confirmation and details of their transactions through email or text (SMS). This ensures that users have a reliable record of their transactions and can easily verify receipt destinations and statuses directly from the Payment Transactions screen.

Receipt Delivery details:

Receipt Delivery Indicator: An arrow icon appears in the left column for transactions where a receipt has been delivered electronically. This provides a quick visual indicator for users to identify completed deliveries.
Drill-Down Feature: Clicking on the arrow in the table allows users to expand and view detailed information about the delivery method(s) and specifics. This feature ensures that transaction details are transparent and easily accessible.
Destination Column: The Destination column displays the email address and/or SMS number used for sending receipts. This helps users identify where their transaction receipts have been sent.
Current Status Overview: Users can view the current status of each transaction receipt along with comprehensive delivery details. This ensures users are informed of the latest status regarding their transactions.