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Review payment receipts

Updated

When a patient pays by transfer and uploads the receipt, the appointment shows Receipt under review until you approve it.

Who can use it: front desk (staff), professionals, administrators and owners, on every plan.

Step by step

  1. Go to Finance → Receipts. Pending lists the ones waiting for review, with the patient, service, amount and file.
  2. Select the eye icon to see the receipt, or View appointment to open the appointment.
  3. If the payment is right, select Approve: the appointment becomes Confirmed and Paid (or Deposit paid), and the patient is told.
  4. If not, select Reject, enter the Rejection reason and select Confirm rejection.
Pending receipts with the Approve and Reject buttons
Reject receipt dialog

Good to know

  • You get an in-app notification when a receipt is uploaded.
  • When you reject, the patient gets the reason and can upload another with Replace receipt: the appointment goes back to Receipt under review.
  • Receipts can be up to 10 MB.
  • With Talo connected, transfers are validated automatically and there's nothing to review.

Troubleshooting

Problem What to do
A receipt is missing Check the clinic selected at the top and the tab (Pending, Approved, Rejected).