Emailing a receipt to a payer

You can email a patient their receipt for any paid invoice, whether they paid online through Stripe or paid you externally — for example on your card machine, or by cash or cheque.

How to send a receipt

1. Open the paid invoice.
2. Choose Actions → Email receipt to payer.
3. The patient receives an email linking to their invoice, marked as paid, which they can view and download as a PDF.

Invoices paid externally

When you record a payment as paid externally (card machine, cash, cheque), the invoice is marked paid in the usual way. Sending the receipt then emails the patient their paid invoice — there is no longer a "no completed payment" error for these.

If the option is unavailable

The receipt option appears on invoices that are paid (or part-paid) and linked to Stripe. If an invoice was never created in Stripe, there is no invoice to email; create or take the payment through Jump so the invoice exists in Stripe.