Once you have invoiced for a session and a client has paid you for the session, you will need to record that transaction in Owl and generate a receipt for the client. Much like auto-invoicing, your receipts will be automatically generated once you record a transaction.

Accurately Recording a Transaction

Once you have created an invoice for a session, you are ready to record transaction. There are three places to record a payment: 

From the Calendar

First, select Calendar, then select a session.  From here, select Payment Actions, and then Record Transaction.

From the Client Account

From the Clients menu, select a client and then select Actions.  Finally, select Record Transaction.

 From the Workflow

Within Workflow, select an service and then select Actions, and finally Record Transaction.

Each of these leads to the same window, Record Payment. Here you will: 

• Specify the Payment Date.
• Specify the Payor.
• Specify a Payment Method.
• Enter the Amount Paid or the Credit Applied.
• Select the Payment Method using the dropdown menu.
• Enter in an optional Confirmation Number or Additional Message.
• When you have all these fields filled, select the Record Transaction button.

This generates a receipt. The receipt will pop-up as a new window and you can supply it to your customers just as you would an invoice: printing, exporting as a PDF, or emailing it directly from Owl. 

Display Options

You can toggle displaying the next appointment, client information, and attendance information by selecting the appropriate option under Display Options.

The ability to show attendance can also be toggled on clinic wide by going to Settings, Practice Details, and under the Financial Documents Tab, you will find the option under Show Attendance.

This can also be achieved on the client level by going to Clients, Contact & Clinical, select the Account Details Tab, then select Edit, and then toggle the option under the Display Attendance on Invoices & Receipts drop down menu.

You can choose to display licenses that have been selected for the assigned therapist.  First, ensure that the proper licenses have been assigned by going to Settings, then Therapists, and selecting the desired therapist and selecting Edit.

Under License, select the License Type and enter the required information.  Then select Set as Default.

Finally, in the PDF Preview for the receipt, select the appropriate licenses under License Options.  The licenses will appear at the bottom with the therapist's information.  

Financial Document Templates

You can change the template you use for financial documents such as receipts by going to Settings, then Practice Details, and selecting the Financial Documents tab.  From here you can select the Classic or Modern template.