Payment From Patient

Payment From Patient

If a patient is needing to pay an invoice directly but not immediately at the time an invoice is raised.

1. Search for a patient.
2. Click Show.
3. In the Main Menu, click Invoices & Credits.
   1. The Invoices and Credits screen will display.
4. Select on Payment from the Patient button
5. A message box will display: How much will the patient be paying? You will be able to select from the following options:
   1. I will work out how much to receipt from the outstanding balance
   2. I will receipt a known amount and pay it down afterwards
6. If selected - "I will work out how much to receipt from the outstanding balance"
   1. Select the Create Receipt button
   2. The Outstanding Invoices / Amounts will display
   3. Enter the Amount to allocate against the record
   4. The Receipt & Transaction screen will display
   5. Fill in the relevant information and payment method (utilise the Advance button for more than one payment)
   6. Once you have added each invoice and allocated each amount, select the one of the following options:
      1. Create Receipt - this takes you back to the main Invoices ad Credits screen
      2. Create receipt and print - this takes you to Statements/summary page for printing.  You can also,reverse and reallocate the transactions
7. If selected - "I will receipt a known amount and pay down afterwards"
   1. The Receipt & Transaction screen will display
   2. Fill in the relevant information and payment method (utilise the Advance button for more than one payment)
   3. Once you have added each invoice and allocated each amount, select the one of the following options:
      1. Create Receipt - this takes you back to the main Invoices ad Credits screen
      2. Create receipt and print - this takes you to Statements/summary page for printing.  You can also,reverse and reallocate the transactions