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How to Print or Email a Receipt to a Patient

  1. Billing
  2. How to Print or Email a Receipt to a Patient

    3. 4 min read
    Balance Plan Practice Plan Thrive Plan
Jane Plan: All plans
Geography: 🌐 All regions

You can print, re-print, or email a receipt any time after a patient has been billed. There are two ways to access receipts in Jane, depending on your staff access level.

Patients can access all their receipts in the Receipts tab of their My Account portal.

Option 1: From the Appointment Panel (All staff)

All staff can print or email a receipt from the Appointment Panel. This option works for any appointment visible on your schedule.

  1. Go to the Schedule > select the appointment.
  2. Click the drop-down arrow to the right of the Pay button.
  3. Select your preferred receipt format and delivery method from the drop-down menu.

An image the Appointment Panel showing the drop-down arrow next to the Pay button expanded, displaying Print, Email, and PDF receipt options.

🩵 Jane Tip: Receipt (Quick) is available for print only. Receipt (Options) and Receipt (Detailed) are available to print, email, or save as a PDF.

Option 2: From the Patient’s Billing Tab

Any staff member with Billing access can use this option to send a receipt for a past purchase. Use it when the appointment is not visible in your current schedule view, or when you need to send a receipt for a purchase that is not tied to an appointment.

  1. Go to Patient Profile > Billing tab > find the purchase you need a receipt for.
  2. Click the drop-down arrow next to the View button on that row.
  3. Select your preferred receipt format and delivery method from the drop-down menu.

An image of the Billing tab of a patient's profile showing a list of purchases. The drop-down arrow next to the View button is expanded, displaying Print Receipt and Email Receipt options.

What to Expect

After selecting a print option, a printable version of the receipt opens in a new window. From there, you can print the receipt or save it as a PDF.

After selecting an email option, Jane sends the receipt directly to the email address on the patient’s profile.

Important Notes

  • What you see in the Billing tab depends on your access level:
    • Practitioner (Limited) and Practitioner / Front Desk: purchases assigned to your profile only.
    • Front Desk, Administrative/All Billing and Full Access: all purchases.
  • Receipt (Quick) prints in the Receipt (Options) format and skips any additional confirmation steps.
  • Receipt (Detailed) includes everything in Receipt (Options), plus a breakdown of discounts, insurance coverage amounts, and a summary at the bottom.
  • There is no way to set Receipt (Detailed) as the default. It must be selected manually each time, either from the Appointment Panel or the patient’s Billing tab.
  • Receipts generated from the Appointment Panel show the full amount collected, but don’t break out the tip separately.
    • To see a tip breakdown, go to Patient Profile > Billing > Receipts and generate the receipt from there.
  • To send a summary of multiple purchases rather than a single receipt, see our guide on Patient Statements.