Auto send receipts | Voters

Auto send receipts

Samantha Fishman

It would be great if when we manually enter payment, a receipt was automatically sent to the client, rather than having the added step of sending it separately.

May 20, 2025

Angela Fugate

Please allow auto-sending of receipts every time a card/ACH account is charged. As is, receipts are only sent automatically when the entire invoice is paid in full. Patients want to know their card was charged and successful.

Lidya Mejia

" Setting Up Automatic Receipts
If you want receipts to be automatically sent to your clients when payments are processed, follow the steps below to enable this functionality:
Navigate to "Lists > Invoices" and click the "Invoice Settings" button in the top right corner.
Click on the "Emails" tab, and select "Receipt Email" down the left side.
Under the "Automated Receipts" section you'll see three options you can enable or disable to have automatic receipts sent out in various cases. " 
Here's the link on how to! https://support.intakeq.com/article/298-sending-payment-receipts-to-your-clients

Angela Fugate

Lidya Mejia This only works when the patient has paid the entire invoice. If they make a payment/deposit, etc, no receipt is sent. A receipt should be sent for every charge.

Lidya Mejia

Angela Fugateoh gotcha! I have my patients on automatic payments, so it's paid in full

Chris Kleronomos FNP, DAOM, MSc.

And should default to portal