How do I take a payment in the 'Account' tab?
💡 Top tip: To take payments for multiple family members in a single transaction, make sure you have set the 'Patients' filter to include all relevant family members. You can then select all relevant invoices across all family members and take a single payment for their invoices.
To take a payment for a specific invoice (or multiple invoices):
In the 'Account' tab, identify the invoices you wish to pay in the 'Invoices' tab. Tick the checkbox next to each of your chosen invoices.
The total amount of all invoices selected will be calculated and shown in the button at the bottom. For example, if you tick a $50.00 invoice and a $20.00 invoice, the button at the bottom would read 'Take $70.00'.
In the window that appears, add the payment method and any other details as needed.
When you are ready, click 'Record payment'. The payment will now appear in the 'Payments' tab, and will show as allocated.
To take a payment which you will allocate at a later date:
In the 'Account' tab, click the 'Take payment' button.
The amount in the 'To Pay' field will default to the patient's outstanding balance, but can be amended to any amount as needed.
Add the payment method and any other details as needed.
When you are ready, click 'Record payment'. The payment will now appear in the 'Payments' tab. You will need to allocate the invoice in order for your reporting to be accurate.
In the 'Payments' tab, you can allocate any unallocated invoice by clicking the three dot menu to the right of the payment, and selecting 'Allocate payment'.
💡 Top tip: Before taking payment, remember to check if the patient has already paid a deposit which is now being held against their account - this deposit could be allocated to the outstanding invoice, so you don't need to ask them to pay twice.