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Module 7: Advanced Tools & Integrations

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

Module 3.12 - Issuing Receipts

2.  Issuing Statements

Module 3.12 - Creating Statements