Creating a Receipt for Specific Payments
At times, you may need to print a receipt for a single, individual payment. This is especially true if you are serving a large family with multiple payers, if a family is paying in installments, or if the family is using multiple payment methods. Receipts keep the family apprised of the current status of their contract without re-printing a contract or invoice. This document is supplemental to the Contract (a legal document) and Invoice (most often used for billing).
How do I print a Receipt?
After you have entered one or more payments, you will see a summary of all payments on the Payments & Adjustments page. To the right of each payment, you will see an icon that looks like a “cog.” Under the “cog” menu, there is an option called “Print Receipt.” Click “Print Receipt” to print a receipt for one payment only. Additional receipts can be printed using the same method. Each organization can have one receipt template, which will be configured for you by your Passare Guide. Administrators may contact the Operations team at email@example.com or at 1- 800-692-5111 to request a receipt for your Organization.
What if I want to save a copy of the Receipt I printed for a Family?
Because every payment is already saved in Passare, you do not need to do anything to “save” your receipt. But if you want to save a signed copy, you can easily add a copy of a scanned document into your computer by uploading the receipt to your Associated Files. To do this from any case page, simply locate the area on the right sidebar marked “Associated Files,” and click “Add New.” Select the correct file from your desktop. You will now have a copy of your signed receipt that stays with the case for the historical record.
Who do I call if I have questions?
Contact firstname.lastname@example.org with any questions about this feature, or call the toll-free support number: 1-800-692-5111.