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Finance
Manage accounts, fees, claiming, billing and banking in Pracsoft.
Accounts and Receipts
Printing and Emailing Invoices, Receipts, and Statements
Configure SMTP Settings
If you use SMTP for sending emails, this must be configured first in Pracsoft.
Emailing
Email invoices, receipts, and statements from Print preview windows.

Finance
Manage accounts, fees, claiming, billing and banking in Pracsoft.
- Recording Visits
- Online Claiming
  Send Bulk Bill claims to Medicare Australia Online or Department of Veterans' Affairs (DVA) claims.
- Accounts and Receipts
  - Adjusting Account Fees
  - Changing an Account's Associated Practitioner
  - Changing Payment Types
  - Credit Accounts
  - Adding Footer Text to Accounts and Receipts
  - Held Accounts
  - Issuing Receipts
    Issue receipts after a patient's visit.
  - Payments and Receipts
  - Printing Accounts and Receipts
  - Printing and Emailing Invoices, Receipts, and Statements
    - Configure SMTP Settings
      If you use SMTP for sending emails, this must be configured first in Pracsoft.
      - Emailing
        Email invoices, receipts, and statements from Print preview windows.
  - Reversing Accounts
  - Reversing Receipts
  - Searching for Accounts
  - Writing-off Accounts
- Banking
  Short videos about Pracsoft banking and end of financial year reporting.
- Fees
  Pracsoft provides you with a Standard Fee list of over 100 commonly used items.
- Institutional Payers

Emailing

Email invoices, receipts, and statements from Print preview windows.

About this task

In the following examples we show you how to email a receipt, but the concept is the same for invoices and statements.

Procedure

From the Record Visit window:
1. During the visit, click Receipt.
2. In the receipt print preview window, click Email.
3. In the New Mail window, make modifications to the message if desired, and then click Send when you are ready to send the email.
From the Patient's Record:
1. Locate and open the patient's record.
2. Within their record, locate and select the Accounts tab, and then select the entry you want to email a receipt for.
3. Locate and click Print at the bottom-right of the patient's record, and then selectReceipt Copy from the menu that appears.
4. In the print preview window, locate and click Email.
5. In the New Mail window, make modifications to the message if desired.
6. Click Send when you are ready to send the email.

Results