After processing a payment, you can provide your patients with a confirmation receipt.

This prompt you are presented with will alter, depending on how you have configured your default behaviour.

Update: Autumn 2024

EXACT 13.152 now includes the option to send SMS payment receipts to patients.

The settings to configure this option are outlined in the steps below.

User settings

You can configure the default behaviour of this prompt per user.

1. Go to configure - user settings.
2. Select the user to be edited.
3. Then select receipt printing setup to set the default behaviour.
   • You can select as many of the delivery methods as desired.
   • Select one output type.
   • and one output default action.
   • Click OK to save your changes.
4. Repeat for each user, as required.

If you're operating an older version of EXACT, you will find that you have a drop-down menu with a reduced amount of options for configuration.

Select your desired prompt action then save to keep your changes

When using this configuration EXACT will default to the following behaviours;

• If a patient has an email address, the email will be sent without prompting the user​.
• If a patient does not have an email address, the user will be prompted to print.​
• If a patient does not have an email address or the practice does not have email configured, the print option will be ticked by default.​

Payment confirmation email template

The default template is set via;

1. Configure - patient payments.
2. Stored under the heading confirmation email.​