TheraNest can send an automatic transaction receipt to your Client's email address when their credit card is processed.
- When you are register for Credit Card Processing with our Card Processor, every Client you create going forward will automatically have the Send Credit Card Charges Receipt to this Email checked.
- For any Clients created before you are registered, will need to manually check the Send Credit Card Charges Receipt to this Email checked.
Manually Setup Automatic Credit Card Transaction Receipts
- Locate Client and open Client Profile.
- Click Bill To & Insurance Info in side menu.
- Ensure that an email address is entered.
NOTE: If Additional Email field is used a receipt will also be delivered to to this address.
- Select Send Credit Card Charges Receipts to this Email.
- Save Billing Info.
NOTE: If you uncheck this box and then later add an email address to the Client Profile, that email address will copy over to the Bill To & Insurance Info tab, but the checkbox will NOT be selected automatically.
Clients will then receive an email with a PDF attachment confirming their Payment was success (receipt).
- Email Subject: "Receipt for your payment to...."
- Attachment: The receipt will be attached as a PDF.