However, you can change the location listed on your printed receipt when you Print Receipt (Options): Location details are modified under Settings > Clinic Info & Locations. This will affect the way people view your online booking site, emails, and any printed documents or receipts. Under Settings > Branding you can specify colours for your business and upload pictures of your logo. Under Details is an area to specify a Billing Name for receipts:īranding is a great way to customize the look and feel of your receipts. Under Settings > Treatments & Classes, you can Edit or Add treatments. The name of the visit can be modified to print out differently on receipts than it is displayed online and in email reminders. Jane will automatically pull the date and time from the visit on the schedule. You can also sign a white sheet of paper, scan the sheet, and then crop the image size so only your signature is remaining. If you’re struggling with how to get an image of your signature uploaded, a touchscreen device and a stylus can make a nice signature for receipts. Under the Privacy & Sharing section is a space to upload a picture of your signature. Under your staff profile again, this time on the Edit Staff page go to Settings. Then all that’s left is to upload a picture of your signature. …and use the checkbox beside Sign receipts to enable signatures: If you’re required to sign receipts, you can enable the option with a Full Access account under the Settings > Billing Settings…: Note that insurer specific ID numbers will only appear on invoices and receipts for that insurer, while Other ID numbers will appear on all financial statements. Practitioner, Provider, and License ID Numbersįrom the main staff profile page, enter any college registration or license number in the ID Numbers section via the Billing section. Start in the Staff tab, select the staff member, and Edit/Settings in the profile.Īnything added above the Contact Info section will be included on receipts, invoices, and statements: Most of the practitioner details like Name and Credentials / Suffix that populate on the receipts are set up within the staff profile. This guide will highlight each of the different areas that contribute to your printed receipts and statements, and how to customize your receipts. Now that we have our delivery setup, let's jump over to Zapier, and setup a new Zap.Jane will pull information from a number of different areas in order to populate your receipts. If you want a copy of the invoice as well, click More Options and add your email address under the BCC option. This will add it as a merge field when integrating with Zapier. If you aren't including an email address on the receipt, simply choose from the dropdown and enter into the box. Update the To address to be the email address for the customer. Next, we want the receipt to be delivered directly to the customer, so we need to jump over to the Delivery tab in Formstack Documents. Here's what we have setup: Step 2: Set up your receipt delivery. We're going to add our logo, details about the customer, and the specifics of the invoice/payment. To get started, let's create the receipt template in Formstack Documents. To start generating customer payment receipts from Freshbooks, you will need:ĥ Steps to Set Up Your Automated Receipt Step 1: Create your receipt template. For this example, we're going to show you how to generate a receipt when you receive a new Payment in Freshbooks. With Formstack Documents, you can create a fully customized invoices to send to your customers, or automatically send receipts once your receive their payment. But what if you want to create a customized invoice or send a receipt to your customer when you receive payment? Your options are very limited. You can keep track of all of your customers and send invoices in minutes. Freshbooks is one of the leading accounting solutions on the market and they do a great job of managing your invoices and expenses.
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