19 Jan 2026: 🧾 Send Patients Receipts

Organisations can now send payment receipts to Patients when an Invoice is paid 💳✅

The receipt is delivered via email (no PDF attachment required), making it quick, lightweight, and easy for Patients to access.

✨ What’s New

📩 Email Receipts for Payments

When a payment is successfully processed, Wellifiy can now send the Patient an email receipt that confirms key payment details.

🖱 Manual “Send Receipt” Button (Paid Invoices Only)

A new button is available directly on the Invoice to allow Team Members to manually trigger a receipt when needed.

✅ This button is only shown when the Invoice status is Paid.

Use cases include:

• A Patient requests the receipt again

• The original email wasn’t received

• The Organisation wants to resend after updating contact details

⚙️ Billing Setup Setting: Auto-Send Receipts

A new Organisation-level setting has been added under Billing Setup to control whether receipts are automatically sent when a payment is made.

This gives Organisations flexibility to choose between:

• ✅ Automatically send receipts on payment

• 🛑 Don’t auto-send (manual only)

💡 How It Helps

🧠 Better Patient Experience

Patients receive clear confirmation that their payment was processed — reducing uncertainty and follow-up questions.

📞 Reduce Admin & Support Requests

Receipts being automatically sent (or easily resent) reduces time spent on billing-related queries like:

• “Did my payment go through?”

• “Can you resend my receipt?”

🧩 Flexible for Different Organisation Preferences

Some Organisations prefer automatic receipts, others may want to manage receipts manually — now both workflows are supported. ✅