How to Pay an Invoice with Multiple Payment Types 🎥

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Pay Invoices using two methods of payment.

detail-med.png How does it work?

1. Click on an appointment on the schedule.  Then select Complete & Invoice.

2. Then select Complete & Invoice.



3. The Appointment Checkout window will display.



Learn more about the checkout menu options
Secondary Practitioner

Optional: Assign a secondary practitioner to this invoice. This field needs to be enabled in the system settings.

Book a new appointment?

Optional: Set this to Yes if you would like to schedule another appointment after checkout is complete.

Follow-up Call

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.

Invoice Notes

Enter in any notes specific to this invoice if necessary.

Add Product

Before Checkout, you are still able to add in products or services to the invoice if applicable.

Email Invoice
to Patient

Use this if your patient would prefer the invoice sent to their email entered in their patient profile.

4. Select Checkout to proceed to the Receive Payment window.


5. Select the first Paid By method and enter the amount of the first payment in the Payment Amount field.


6. At the bottom right corner of the popup edit the 'Actions field' drop down and select New Payment then select $Apply Payment.


7. You will get a payment confirmation popup.  Confirm the payment type and amount by selecting OK.



8. Another Receive Payment window will display, select the invoice from the invoice drop down list. 

Learn more about the payment menu options

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.


If applicable, select another invoice to pay instead or use the View Invoice link to preview them for further detail.

Patient Amount

The amount of this invoice being paid by the patient.

Insurance Amount

The amount of this invoice being covered by the insurance.

Invoice Amount

The amount of this invoice outstanding.

Balance Owing

The amount not covered by the insurance.

Total AR Balance

The total amount outstanding for this patient.
(when applicable, this may include previous unpaid invoices)

Pay AR Balance

A quick link to have the patient pay their full outstanding amount.

Paid By

Select which payment method the patient is using.

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.

Assign to Line Items

When applicable, a payment can be assigned towards specific products or services within the invoice.

Email Invoice to Patient

Use this if your patient would prefer the invoice sent to their email entered in their patient profile.


9. Another receive payment window will open where you will pay the balance, being the second payment type.

Choose the Paid By type, adjust the Payment Amount if necessary and  select $Apply Payment.


If a patient has an outstanding amount from previous invoices,
the option to pay the full amount during Checkout will display as Pay AR.
Stripe Payments cannot pay AR balances. Invoices must be paid individually when using Stripe.
Waived Amount and Bad Debt payment methods have their own reports available for accounting and/or tax purposes.

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