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How to Customize Receipts

Jane pulls information from several different areas to populate your receipts. This guide highlights each of the different areas that contribute to your printed receipts and statements, and how to customize your receipts.

Feel free to jump to the section you would like to customize:

Practitioner Information

Most of the practitioner details like Name and Credentials / Suffix that populate on the receipts are set up within the staff profile.

Start in the Staff tab, select the staff member, and Edit/Settings in the profile.

Anything added above the Contact Info section will be included on receipts, invoices, and statements:


Practitioner Registration and License ID Numbers

From the main staff profile page, enter any college registration or license number in the ID Numbers section via the Billing section.

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.


Signature on Receipts

If you’re required to sign receipts, you can enable the option under the Settings > Billing Settings > Check the box for Sign receipts to enable signatures:

Note: You will need to have Account Owner or Full Access permissions to update these Billing settings.

All that’s left is to upload a picture of your signature!

  • In your staff profile, click on Edit / Settings > Settings
  • Under the Privacy & Sharing section, upload a picture of your signature

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. You can also sign a white sheet of paper, scan the sheet, and then crop the image size so only your signature is remaining.


Visit Details

Jane will automatically pull the date and time from the visit on the schedule.

The name of the visit can be modified to print out differently on receipts than it is displayed online and in email reminders.

In Settings > Treatments & Classes, you can Edit or Add treatments. You can specify a unique Billing Name for receipts under Details:


Branding is a great way to customize the look and feel of your receipts.

In Settings > Branding you can specify colours for your business and upload pictures of your logo. This will update the colours on your online booking site, emails, and any printed documents or receipts.


Location & Phone Number

To edit the location information on receipts, you can update your location details under Settings > Locations. You’ll want to ensure you have the correct address, clinic email, and phone number, as these will appear on patient receipts.

You can also change the location listed on your printed receipt when you Print Receipt (Options):

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:

Within this Print Receipts (Options) menu you can toggle upcoming appointments on and off (to save of print ink).

You can also choose a paper printing format (full, half, receipt)

To ensure your phone number displays on receipts, head to Settings > Online Booking and check Display Phone Number.


Footnote

Looking to add a friendly note or a ‘Thank You’ to your patients?

In Settings > Billing Settings, enter your footnote in Fine print on invoices, statements & receipts:

This will appear at the bottom of your receipts, like so:

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