There are various methods to apply payment to invoices.
Payment Links
- Schedule > Transactions Tab (if same-day payment)
- Patient Profile > History > Invoices
- Accounting > Receivables
- Accounting > Invoice Search
Schedule > Transactions Tab
Select an invoice's menu to find Pay Invoice.
Patient Profile > History > Invoices
Select an invoice's menu to find Pay Invoice.
Accounting > Receivables
Select an invoice's menu to find Pay Invoice.
Accounting > Invoice Search
Select an invoice's menu to find Pay Invoice.
Whichever Pay Invoice link you choose,the Receive Payment window will display:
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. |
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. |
Pay AR Balance |
A quick link to have the patient pay their full outstanding amount. See more regarding this below. |
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. |
Select Apply Payment when ready to accept payment.