Receipt of Payment

You can generate a receipt of payment for your patients in a variety of formats. In addition, you may choose to email receipts to responsible parties, rather than printing them.

Get Started

Electronic Receipt Setup - If you want to be able to send payment receipts to responsible parties via email, you must first set up your ViewPoint system to do so.

Run This Form

When you post a credit card payment, ViewPoint generates a receipt automatically. If you use VP Signature to sign the receipt, the event is recorded in the patient and responsible party correspondence histories. No other receipt forms are saved to the correspondence history.

Open the Form - You can open this feature in multiple ways: Use the method that's most convenient for you.

Patient Forms Menu - ViewPoint main menu > Patient Forms > Receipts.

Forms Shortcut Menu - Shortcut menu > Forms > Receipts. (Or, press Alt+O on your keyboard to open the Forms options.)

Patient Ledger - Ledger > Right-click the transaction > Email Receipt or Print Receipt. (The Email Receipt option is available only if the electronic correspondence option is enabled on the Responsible tab of this billing party, as described above.)

Practice Reports Menu - ViewPoint main menu - Practice Reports > Any Option > Forms > select a Receipt option (see descriptions below.)
Form Settings - Select the options to use for choosing records and generating this form. Not all settings are available for all formats.

If you are sending an electronic form to this party, these options are overridden by the settings in your Form Email Setup editor. See "Set Up Form Email Options" for details.

Receipt Type - (Not all formats available from all menus.) Select from several receipt sizes, from business card size to full size sheets of paper. Receipt names that include "LS-Center Feed" print in "landscape mode", or sideways in the center of your printer, like you're printing an envelope. Otherwise, the form prints in portrait mode. Receipt names that do NOT include Specific Date print for all payments posted to the account. Receipt names that end in -CC or -CCE are intended for credit card payments. Also note that if you initiate the form from the patient's ledger or the ViewPoint shortcut menu, any custom receipts you have will be included at the bottom of the list.

Show Office / Practice Header - Enable this option to print your office name and address at the top of the form. If you print this form on paper that is pre-printed with this information, disable this option. This option is not available for the business card format.

Use Patient Office Address - (Show Office Header must be enabled, if available.) Enable this option to use the address of the office assigned to the patient folder on the form. Otherwise, your main office address will be printed. If the Show Office Header option is available for this form, and is disabled, this option is ignored.

Print Receipt for What Date - If you have selected a Specific Date receipt from the Patient Forms menu, the shortcut menu, or the Practice Reports menu, you can choose to print a receipt for the payment(s) posted on a certain date. When you right-click a payment in the patient ledger, the receipt will print for that receipt only.

Show Credit Balance - Enable this option to include the exact amount due on the receipt, even when that amount is negative. If you disable this option, the amount due will print as $0.00 when there is a credit.

Custom Text - You may include additional text on your receipts, such as "Thank you for your payment" or "Receipt For Orthodontic Services", which may be required by some patients' flex or insurance plans. This option is not available for the business card format.

Disable Electronic Submit - If electronic correspondence is enabled for this party, you can enable this option to print the form on paper, instead of emailing it. (See "Set Up Form Email Options" for details.)
Output Options - After selecting the report settings, click Ok to continue to your output choices. See "Manage Record Selection & Output" for details. If you have enabled electronic correspondence for this party, the form will be emailed immediately, and will not be printed.

More Information

Batch-Print Receipts for Auto Receipt Payments - You can choose to mass-print receipts after posting Auto-Receipts. See "Post Auto Receipts" for details.