Module 3.12 – Creating Statements and Receipts
IntakeQ/PracticeQ allows you to issue both receipts and statements. Home > Lists > Invoices > Invoice Settings and then click on the “emails” tab and then on the “receipt email” link. This is where you can automate receipts and customize the wording in your automated receipt emails. By clicking on “statement email,” you cannot automate statements; however, you can customize the wording in the emails sent when you issue a statement..
1. Issuing Receipts
- Sending receipt for appointments: https://support.intakeq.com/article/148-how-do-i-send-receipts-for-appointment-payments
- Sending receipts: https://support.intakeq.com/article/298-sending-payment-receipts-to-your-clients
2. Issuing Statements
- Client statements: https://support.intakeq.com/article/381-client-statements