Apply the payment at the same time the invoice is created, click ‘payment’ from the invoice entry window.

From the appointment scheduler,

1. Open the appointment for the patient.
   
2. Click ‘payment’.
   

1. Click billing > enter payment.
2. Search the patient in the lookup field.
   
3. Select the company of the practitioner used when the invoice was created.
   

1. Highlight the fees to apply the payment to (click to highlight, select multiple if necessary).
   
2. Select the type of payment (cash, visa, etc.)
   
3. Enter the amount paid into the ‘Amount’ field and cheque number if paying by cheque.
   
4. Click post – applies the payment showing no outstanding invoices.
   
5. Click receipt – applies the payment and opens print window to print a receipt of payment for the patient.