Learn how to send and print receipts: email a receipt, download or print one, and get a copy yourself.
What This Video Covers
Emailing a receipt — Send a receipt from a payment's details page, or right after you take a payment. Learn more →
Downloading or printing a receipt — Save the receipt as a PDF, or open it in a new tab to print.
Getting a copy yourself — Have a copy of the receipt emailed to your office after each payment you take in the dashboard. Learn more →
Support — Message our team from the chat bubble in your dashboard. Learn more →
Video Transcript
Video Transcript
Welcome to Prahsys Tutorials. In this tutorial, you'll learn how to send and print receipts: email a receipt, download or print one, and get a copy yourself. Receipts are sent from a payment's details page. Click Payments in the sidebar. Then click the payment to open it.
To email a receipt, click Send Receipt. If the payment has a customer, their email is already filled in. You can also type a different address. The customer on the payment stays the same. Click Send. The receipt is emailed right away, and a message confirms where it went. You can also email a receipt right after you take a payment, on the Payment Accepted screen. Enter your patient's email and click Search. If they're already one of your customers, their details are filled in and saved to the payment. Then click Send Receipt.
Back on the payment's details page, the menu next to Print Receipt has Download PDF, which saves the receipt to your computer. To print, click Print Receipt. It opens in a new tab, ready to print or save. The receipt shows your practice's name, the amount, and the payment, customer, and card details.
To get a copy of every receipt yourself, click Settings in the sidebar. Under Receipts, turn on Receive Payment Receipts. After each payment you take in the dashboard, your office is emailed a copy at the Receipt Email address, or at your primary contact's email if it's left blank.
That's how to send and print receipts in Prahsys. If you have questions, click the chat bubble in the bottom corner, then Send us a message. Our support team is happy to help. Thanks for watching Prahsys Tutorials.
Quick Steps
Click Payments in the sidebar, then click the payment to open its details page. Learn more →
Email a receipt
Click Send Receipt.
Check the Email field. If the payment has a customer, their email is already filled in. You can type a different address; the customer on the payment stays the same.
Click Send. A message confirms where the receipt went.
Right after you take a payment, you can also send one from the Payment Accepted screen:
Enter your patient's email and click Search. If they're already one of your customers, their details are filled in and saved to the payment.
Click Send Receipt. Learn more →
Tip: Receipts are sent by email.
Download or print a receipt
Download PDF — Click the menu (⋮) next to Print Receipt, then Download PDF. The receipt is saved to your computer as a PDF.
Print Receipt — The receipt opens in a new browser tab. Use your browser's print option to print it or save it as a PDF.
The receipt shows your practice's name, the amount, and the payment, customer, and card details.
Get a copy yourself
Click Settings in the sidebar.
Under Payment & Receipts → Receipts, turn on Receive Payment Receipts. After each payment you take in the dashboard, a copy of the receipt is emailed to your office.
Copies go to the Receipt Email address. Type an address and click Save, or leave it blank to use your primary contact's email. Learn more →
Need Help? Contact Prahsys Support at [email protected] or call 1 (833) 222-6834.
