Recording a payment

To record a payment against an existing invoice, or multiple invoices for the same patient, follow the steps below.

  1. Click Invoices in the left menu
  2. Select the invoice you want to add a payment to
  3. Click the green Add Payment button at the bottom of the page
  4. This will bring up a payment screen that includes any outstanding invoices for the patient in the original invoice
  5. Click the Amount fields for the invoices you’d like to record a payment for. The totals will┬ápre-fill automatically, but you can adjust them manually if needed
  6. Check that the Payment Method column is correct
  7. Click the green Add Payment button to record the payment


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