Once a patient has finished their appointment, it is time to create an invoice and collect payment. This article walks you through step-by-step how the Complete & Invoice process works.
Step 1
Click on the appointment block of a scheduled appointment and select Complete & Invoice or Invoice Appointment.
Step 2
The Appointment Checkout window will open. Select Checkout.
| Note: | You are able to edit the total cost of an item if your system settings have been set with these permissions. |
Click here to learn more about the checkout menu options
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Book a new appointment? |
Optional: Set this to Yes if you would like to schedule another appointment after checkout is complete. |
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Schedule |
Optional: Select from the menu which staff member should be assigned the follow-up. Proceed to choose out of the custom follow-up options previously created. |
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Invoice Notes |
Enter in any notes specific to this invoice if necessary. |
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Add Product |
Before Checkout, you are still able to add in products or services to the invoice if applicable. |
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Email Invoice |
Use this if your patient would prefer the invoice sent to their email entered in their patient profile. |
The Receive Payment window will display.
Select the paid by method and then select Apply Payment.
**Note if no payment is being applied please click the red X in the top right and DO NOT Apply a $0 payment to the invoice.
Click here to learn more about the payment menu options
| Patient |
If applicable, select a different patient that will be paying the invoice. i.e. a parent (that is also a patient) paying for their child's outstanding. |
| Invoices |
If applicable, select another invoice to pay instead or use the View Invoice link to preview them for further detail. |
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Patient Amount |
The amount of this invoice being paid by the patient. |
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Insurance Amount |
The amount of this invoice being covered by the insurance. |
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Invoice Amount |
The amount of this invoice outstanding. |
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Balance Owing |
The amount not covered by the insurance. |
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Total AR Balance |
The total amount outstanding for this patient. |
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Pay AR Balance |
A quick link to have the patient pay their full outstanding amount. See more regarding this below. |
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Paid By |
Select which payment method the patient is using. |
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Payment Amount |
This will default to the remaining balance of the invoice but is editable if the patient prefers to pay a portion of this total. |
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Assign to Line Items |
When applicable, a payment can be assigned towards specific products or services within the invoice. |
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Email Invoice to Patient |
Use this if your patient would prefer the invoice sent to their email entered in their patient profile. |
Step 4
A confirmation window will appear. Select OK to confirm.
Step 5
The paid invoice will display with options to print or download as a PDF. The payment date, type and amount previously entered will appear on the invoice.
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Notes |
If the patient is not paying at this time, select Cancel and the amount will remain under the patient's outstanding. If a patient has an outstanding amount from previous invoices, the option to pay the full amount during Checkout will display as Pay AR. ***Important: Stripe Payments cannot pay AR balances. Invoices must be paid individually when using Stripe. |
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Waived Amount and Bad Debt payment methods have their own reports available for accounting and/or tax purposes. |
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Voids: When you void a transaction in Juvonno you must void it in the Stripe portal as well. |
Further Reading: Settings: Payment Type