In order to streamline the billing processing, CompanyOn automatically sends a copy of a receipt via email to a client, every time an invoice is processed, as long as electronic communication is enabled via the client's profile. Still, if you need to resend a copy, all you need to do is the following:
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Head to the Payments area in the billing module
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Select the receipt you would like to resend
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Select the envelope icon to the right and click resend.
That is it!
With these simple steps, you can easily send receipts electronically using our practice management software. This will save you time and make the billing process more efficient. Additionally, the automatic sending of a copy of the receipt once a payment is processed will save you time and effort in having to manually send the receipt each time a payment is made.