Automatic Credit Card Receipts for Clients

Automatic credit card receipts ensure clients receive immediate confirmation whenever a credit card payment is successfully processed. This feature improves transparency, reduces manual work for staff, and helps clients keep accurate financial records.

This article explains what automatic receipts are, how they work, and how to enable them in My Best Practice.

📨 What Are Automatic Credit Card Receipts?

When automatic receipts are enabled: Clients receive an email receipt as soon as their credit card payment is approved.

Automatic receipts apply only to credit card payments processed through your integrated payment processor.

⚙️ How to Enable Automatic Credit Card Receipts

1. Go to Practice Settings

1. Settings - Account Settings - Practice Settings.

2. Find the Notifications tab.

2. Enable Automated Receipts

Select the check box next to Send Credit Card Receipt to Clients.

Once enabled, all future credit card transactions will automatically generate and send receipts to clients.