Applying a payment to an invoice

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’.
   

From the tabletop window,

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.
   

*Note if you click post, but still need to print a receipt, open the client card, click Acct summary, select the payment summary tab, highlight the payment, and click ‘print receipt’.

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