When a payment is processed, it is reflected in Reporting iQ on the Ledger. To view the receipt for a transaction follow the steps below.

‍

From the Navigation Bar select Reporting iQ.

Select the Ledger tab

Select the 3 dots on the line item you wish to view the receipt for

From the menu options, select Detail

‍

If there is an insurance payment, it will open the claim and you need to click on Open Payment Detail

‍

If no insurance payment, you’ll see the Payment Form Detail right after clicking Detail from the three dots

‍

Select the View Receipt button

‍

The Transaction Receipt will open in a PDF document.

‍