Payment status, receipts, incorrect transactions

When to use: → Confirm the status of a payment, for example if you have sent a payment link and need to confirm it has been paid

→ Confirm payment details for clients who may ask about previous payments

1. Sort by unpaid transactions by clicking Any status and Unpaid; you can also sort by date (week/month etc) by selecting ‘All time’
2. View all transaction details and filter to identify the correct transaction - for example, filter by date created, paid date, or payment method
3. Click the blue link and paste it into a new browser tab to send a receipt to the client’s email
4. Click the 3 dots to reveal further details about the transaction, or to void incorrect transactions by using the toggle depicted below

📽️ Watch a short overview of how to navigate the transactions page

https://www.loom.com/share/e75830ac1eb14290b5fada5dd4fba23e?sid=31fe64c2-ab55-4003-bc3a-0460af705230

Cash up

When to use:

→ At the end of the day/week, or whenever you reconcile payments to your treatment book