Overview
When a payment has been added for a private pay customer you may email or print the payment as a receipt.
Article Sections
- Print or Email Individual Payment Receipts
- Print or Email Bulk Payment Receipts
- Automatic Emailing of all new Payment Receipts
- Email Log
- Edit Email Payment Template
Print or Email Individual Payment Receipts
1. Press the print payment or email payment button inside the payment.
2. When emailing an individual payment you may adjust the text of the email template in the email message box that pops up for each individual email you send.
3. An Admin can edit the template in setup for permanent changes.
Print or Email Bulk Payment Receipts
4. Go to Private Invoicing - Payments tab.
5. Filter the grid if required by Program, customer name or date.
6. Place a check mark to the left of any payments to be included in the bulk operation. If you are mailing or printing once a day use the date column to guide you.
7. Press the Actions menu top right and select whether to print or email the payment receipts that are checked.
Automatic Emailing of all new Payment Receipts
8. If you would like all payment receipts emailed as soon as the payment is added an Admin can turn this on in setup.
9. Go to: Setup > Company > Config Settings > Email > Email Payments Automatically, and change to Enable.
10. Any payment added manually or via bulk or automatic operations will be emailed to the email address in the customer record.
Email Log
11. You can check the email log in reports to check that emails have been sent by Oases.
12. Go to: Tools > Reports > Other > Email Log.
13. Press on the blue report name to open in a new tab or the excel icon to send data to a spreadsheet.
Edit Email Payment Template
14. Go to: Setup > Other > Template Setup.
15. Start typing payment and select Private Payment from the filtered results.
16. Make edits and save.