If your patient has paid but can't find their receipt, send it to them again from the request. This takes a few seconds.

Before you start

The request must be paid. If your patient hasn't paid yet, send the payment email again instead: see How do I resend a payment link?

Anyone on your practice's team can do this, not only the practitioner.

Send the receipt again

1. Open Service Requests and click the paid request.

2. In the Actions panel, click Resend invoice link. If the request has a document ready to download, the button reads Resend download link instead. That email takes your patient to a page where they can download both the document and the receipt.

3. A message confirms Invoice link sent to patient. (or Download link sent to patient.).

Give your patient a copy yourself

If your patient is at the front desk, or you'd rather send it yourself:

1. On the paid request, click Download patient invoice in the Actions panel.

2. Print the PDF or attach it to your own email.

Patient or office invoice?

Give your patient the patient invoice. The office invoice is your clinic's copy: it also shows the Docnote platform fee and your payout.

What happens next

Your patient gets an email with a link to view and download their receipt. When they open it, they confirm the patient's date of birth first.

The email goes to the address on the request. If it's wrong, update the patient's email address first.

If you see Resend limit reached. Try again later., the request has been resent many times in the last day. Wait, or download the patient invoice and send it yourself.

What your patient sees

Send your patient Where can I find my receipt?.