Permissions

TheraNest users with Billing Permissions will be able to view payment history and print receipts. 

Before You Begin

Credit Card Refund receipts must be printed from the Credit Card Charges report. 

View History and Print Receipt 

  1. Navigate to your desired client's ledger. 
  2. In the top right click on the Payment History button. 
  3. You can edit the date range to view payment history for the desired date range. 
  4. Under the Actions column click Print Receipt next to the desired payment. 
  5. The receipt will open in a new tab where you can then click on the print button to print to your desired printer. 

Did this answer your question?