This article is about how to record a patient payment for a product or appointment taking place in the future. For information on how to normally record invoice payments, see here.
Note: To manage patient invoices and payments, you must have a role assigned to you that gives you editing permissions for Patients and Invoices. For more information on roles, see here.
In this article:
Create an Advance Payment
You can create an advance payment at any time from the Patients page:
1. Select the patient who you want to record an advance payment for.
2. Go to the Invoices tab.
3. Click the dropdown arrow next to the New button.
4. Fill in the details of the advance payment:
Date: Choose the date that the payment is for
Payment type: Open the dropdown and select how the payment was made
Amount: Type the amount the patient paid in advance
5. Click Save.
The payment is added to the patient's Invoices tab:
The patient now has credit on their account, and this credit can be used to pay off invoices.
Pay an Invoice with Patient Credit
If a patient has had an advance payment noted on their account, you can use this credit to pay for an invoice, from the Patients page:
1. Select the patient who wants to pay off the invoice.
2. Go to the Invoices tab.
3. Click the Pay button next to the outstanding invoice.
4. Open the Payment type dropdown and select Pay from account.
5. Finish filling out the invoice:
Date: Choose the date that the payment is for
Amount: Type the amount that the patient wants paid off
6. Click Save.
The invoice's status changes to 'Paid' , and the Payment on account notice updates with the remaining credit on the patient's account:
