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TheraNest Ideas Portal
Status Future consideration
Categories Billing & Payments
Created by Guest
Created on Mar 3, 2021

Email payment receipts

After I process a client's payment, allow me to email them a copy of their receipt.
App Type TheraNest App
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  • Guest
    Reply
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    Feb 28, 2024
    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.
  • Guest
    Reply
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    Jan 18, 2024
    Is there any progress on this?
  • Guest
    Reply
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    Jan 23, 2020
    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!
  • Guest
    Reply
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    Aug 16, 2016
    We desperately need the ability to have an emailed receipt sent automatically to clients who pay by check/cash.
  • Guest
    Reply
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    Jul 9, 2014
    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.