Accounts - Payments

The Payments button can be accessed via the Reception, Treatment and Day list Screens. The behaviour of the 'Payments' button is defined by the system setting 'Payment action navigates to account'.

If this setting is ticked, the system will navigate to the Accounts > Payments screen.

If this setting is un-ticked, the system will open a quick payments window.

Which setting is best for my practice?

Quick Payments: Easy to use, automatically allocates payments to the oldest invoice.

Account Payments: Enforces users to manually allocate payments against invoices.

This page of the manual documents the functionality of the 'Accounts > Payments' screen.

Taking a Payment through the Accounts screen provides you with a list of all unallocated account activity and all advanced payments yet to be allocated.

Taking a Payment

1) Specify the Payment Date, Payment Method and Amount Paid (Use 'Pay Balance' button to pre-populate the amount with the Client's balance).

2) If the Payment Method selected is 'Cash' see steps 3 and 4, if not see step 5.

3) Specify the 'Change From' (amount tendered).

4) The Change Due is displayed.

5) Enter a note (if required).

6) Enter your Initials (This is an optional system setting) .

7) Specify the invoice/s you wish to allocate payment towards (using the checkboxes in the 'Allocate' column).

8) Select 'Save'

9) Once saved, the payment will display in the Accounts screen and a green tick will display next to the allocated invoices.