Receipts provide proof of payment for transactions and ensure transparency for both the office and the customer. This article explains how receipts are generated and sent for payments processed through credit card terminals and the app.
Receipts for Credit Card Terminal Transactions
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Paper Receipt Generation:
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When a payment is processed through the credit card terminal, a paper receipt is automatically printed.
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This receipt includes:
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Transaction details (amount, date, time)
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Payment method (credit card type and last four digits)
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Any applicable surcharge
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Customer Interaction:
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Provide the printed receipt to the patient or customer immediately after the transaction.
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Retain a copy for your records, if required.
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Receipts for Payments Made Through the App
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Digital Receipt Delivery:
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For payments made via the app (including virtual payments or terminal payments linked to an account):
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Email Receipt: Automatically sent to the email address on file for the account or patient.
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Text Receipt: Sent via SMS to the phone number on file, ensuring quick access for the patient.
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Receipt Content:
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The digital receipts include:
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Transaction details (amount, date, and payment method)
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Office details for reference
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Any applicable surcharge or adjustments
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FAQs
Can I reprint or resend a receipt?
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Paper Receipts: For terminal payments, use the terminal’s reprint option if needed.
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Digital Receipts: You can resend a receipt by navigating to the transaction in the app and selecting the resend option.
What happens if the patient does not receive a digital receipt?
Verify that the email and phone number associated with the account are correct. Update the details if necessary and resend the receipt.
Can patients opt out of receiving digital receipts?
Patients can request not to receive email or text receipts, but this must be manually noted and handled on a case-by-case basis by your office.
Best Practices
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Verify Contact Information: Ensure that patient email addresses and phone numbers are up to date to avoid issues with digital receipt delivery.
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Communicate Receipt Options: Let patients know they will receive a paper receipt for terminal payments and digital receipts for app transactions.
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Store Paper Copies: Keep a record of terminal receipts for your financial and compliance records.
Receipts ensure transparency and convenience for your patients and customers. If you have further questions or need assistance managing receipts, contact our support team.
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