Users can email credit card receipts via Paya (Paragon) for single and bulk apply payments, or resend receipts for previous transactions from the Billing and Payments screens in the Billing module. Billers can also send a receipt for a credit card refund processed from the Billing screen.
To send a credit card receipt for a previous transaction:
- Navigate to the Billing module and select Billing or Payments.
- Click the blue receipt icon next to the transaction reference number to receive an email with the receipt information from Paya (Paragon).
To send a credit card receipt for a single payment:
- Navigate to the Billing module and select Billing.
- Select + to expand a billing entry.
- Fill out the “Payor” and “Payor Type” fields and select the Add button to add a payment.
- If desired, add a Date, Labels, a Resource, a Reference Number, and Notes.
- Select the Patient Resp. toggle
to mark the payment as patient responsibility.
- Verify the credit card and billing information in the payment confirmation modal pop up. The email associated with the account will auto-populate in the “Email” field and can be changed if desired.
- Click Process Payment to process the payment.
- If the “Send receipt of transaction” checkbox is checked, Paya (Paragon) will send a credit card receipt.
To send credit card receipts for bulk payments:
- Navigate to the Billing module and select Billing.
- Click the checkbox next to the desired payments or click the checkbox on the top left of the table to select all listed billing entries.
- Complete the required information in the “Apply bulk payments” tab.
- Click Apply Payments to bulk apply payments.