To record a payment against an existing invoice, or multiple invoices for the same patient, follow the steps below.
- Click Invoices in the left menu
- Select the invoice you want to add a payment to
- Click the green Add Payment button at the bottom of the page
- This will bring up a payment screen that includes any outstanding invoices for the patient in the original invoice
- Click the Amount fields for the invoices you’d like to record a payment for. The totals will pre-fill automatically, but you can adjust them manually if needed
- Check that the Payment Method column is correct
- Click the green Add Payment button to record the payment