Question

Why didn't an invoice automatically receipt that has been successfully paid in HotDoc? 

Solution

Firstly, you will need to ensure the setting to Automatically receipt an invoice that has been successfully paid in HotDoc is enabled in your Dashboard by following these steps:

• How to set up automatic receipting for Payments
  
  

Secondly, if you are manually collecting payment via the Dashboard, you will need to ensure that HotDoc has successfully synced an invoice from Best Practice before you collect payment. If you collect payment before HotDoc has synced the invoice, the auto-receipt function will not work as we will not know which invoice to receipt.  

To check if an invoice has synced, please follow these steps:

1. Navigate to your Dashboard > Payments > Bookings Activity

2. Click on the Collect tab

3. In the Charge column you will see a blue icon indicating that an invoice has synced for the appointment:

4. If the icon is not showing, this indicates we are yet to sync the invoice from Best Practice and you should check back in 5-10 minutes

5. If the invoice has still not synced, please check that you have followed the steps correctly to create the account and store it in Best Practice. 

What happens if you collect payment before HotDoc has synced the invoice?

HotDoc will not be able to automatically receipt the invoice and you will need to complete this step manually within Best Practice.