#Receipts app how to
#Receipts app full
#Receipts app registration

We spend dozens of hours researching and testing apps, using each app as it's intended to be used and evaluating it against the criteria we set for the category. In the print preview in Jane, click on the location name drop-down menu on the top right corner to select a new location name and address to print on the receipts:Īlso within this Print Receipts (Options) menu you can toggle upcoming appointments on and off (to save of print ink).All of our best apps roundups are written by humans who've spent much of their careers using, testing, and writing about software. 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.

#Receipts app how to

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:

#Receipts app full

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.

#Receipts app registration

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. Jane will pull information from a number of different areas in order to populate your receipts.