How to Print or Download a Transaction Receipt on Your Dashboard

Topic

Transactions

For

Front Office Team

Read Time

~2 minutes

Need a copy of a transaction receipt for a patient? Whether you need it for your records or to give to the patient, your Smile Advantage dashboard makes it simple to print or download any transaction receipt, whether it is a credit card, cash, or adjustment.

Option 1: From the Member Profile

1. Navigate to the Members section and search for the patient.
2. Click on the member’s name to open their profile.
3. Find the transaction you would like a receipt for and click Show Details on the right-hand side.

Option 2: From the Transactions Tab

1. Click on the Transactions tab at the top of your dashboard.
2. Locate the specific transaction you need.
3. Click Show Details on the right-hand side.

Printing or Saving the Receipt

1. In the transaction details window, click the Print Receipt button.
2. Choose whether to print it directly or save it as a PDF.
3. The receipt will include:
   • Patient’s name and information
   • Office details
   • Transaction ID
   • Payment details

Once saved, you can easily email it to the patient or keep it on file for your records.