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A receipt confirms that a payment was received. In OdontoX, receipts are generated automatically when a payment is recorded against an invoice. Who can do this: Admins, Doctors, and Receptionists (if finance is enabled).

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Where to find receipts

You can access receipts in two ways:
  1. Open the paid invoice and scroll to the payment history.
  2. Go to Finance → Receipts to see all receipts.
Receipts list showing recent payments

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What appears on a receipt

  • Clinic name and branding
  • Receipt number and date
  • Patient name and email
  • Invoice reference
  • Amount paid and payment method
  • Clinic bank details (on subscription receipts)
Patient phone numbers are not printed on receipts.
Receipt detail view

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Download a receipt

  1. Open the receipt.
  2. Click Download PDF.
  3. Save the file for your records or share it with the patient.

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Refunds and corrections

If a payment was recorded incorrectly, you may need to issue a credit note or adjust the invoice balance. See the related articles below.