To receive a payment, do one of the following:
In the Receive payment dialog box, enter the Amount received, Payment method, and Check #, if Check is selected as the payment method.
In the Unpaid invoices section, select an invoice to apply the payment against by checking the box to the left of the invoice date.
If the Amount received is less than the total amount of the sale, adjust the amount applied against the invoice by double-clicking in the Amount applied field. After adjusting the amount applied, click out of the cell, or click Enter on the keyboard to save the change. |
Click Receive payment.
Payments can also be received against open invoices in the patient's Sales history tab. In the patient's Sales history tab, right-click an open invoice and select Receive/apply payments to enter new payment information. |
Payments and payment applications are recorded in QuickBooks. |
When a payment is received from a patient, an entry automatically appears in that patient's journal to indicate that the payment was received. |
In the Receive payment dialog box, enter the Amount received, Payment method, and Check #, if Check is selected as the payment method. Click Save.
Payments and payment applications are recorded in QuickBooks. |
When a payment is received from a patient, an entry automatically appears in that patient's journal to indicate that the payment was received. |
The Receive/apply payments option is only enabled on open invoices with a non-zero balance. |
In the Issue credit dialog box, enter a Credit amount, select a Reason, select an Income account or Expense account, optionally select a Provider, and click Save.
Credits are recorded in QuickBooks. |
When a credit is issued to a patient, an entry automatically appears in that patient's journal to indicate that the credit was issued. |
See: Applying credit for more information. |
Unapplied credits are available upon processing a return of an invoice or issuing patient credits. |
On the Patient browser tab, open the patient’s file.
Click the Sales history tab.
Right-click an open sale allocated to a patient, indicated by a warning icon within the Debit column, and select Apply credit.
In the Unapplied credit(s) dialog box, click one of the unapplied credits listed in the Unapplied payments/credits panel, and click Apply.
Credit applications are recorded in QuickBooks. |
The Apply credit option is only enabled on open invoices with a non-zero balance. |