Receiving/applying patient payments and credits

Receiving patient payments 

1. To receive a payment, do one of the following:

   • On the Patient browser tab, open the patient's file.

   • On the Patient browser tab, click on the desired patient.

2. Click the Patient drop-down menu, and select Receive payment

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1. In the Receive payment dialog box, enter the Amount received, Payment method, and Check #, if Check is selected as the payment method.

2. In the Unpaid invoices section, select an invoice to apply the payment against by checking the box to the left of the invoice date.

   
   
   

3. Click Receive payment. 

   
   
   

   
   
   

   
   
   

Receiving/applying patient payments

1. On the Patient browser tab, open the patient’s file.

2. Click the Sales history tab.

3. Right-click an open sale allocated to a patient, indicated by a warning icon within the Debit column, and select Receive/apply payments.
   
   

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4. Do one of the following:
   
   

   • If the patient previously paid a deposit for the sale, in the Apply payment/credit dialog box, click one of the unapplied payments listed in the Unapplied payments/credits panel, and click Apply. To take a new payment, in the Apply payment/credit dialog box, click New payment.

   • In the Receive payment dialog box, enter the Amount received, Payment method, and Check #, if Check is selected as the payment method. Click Save.

     
     
     

     
     
     

Issuing patient credits 

1. To issue a credit to a patient, do one of the following:

   • On the Patient browser tab, open the patient's file.

   • On the Patient browser tab, click on the desired patient.

2. Click the Patient drop-down menu, and select Issue credit.

3. 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.

   
   
   

   
   
   

   
   
   

   
   
   

Applying patient credits

1. On the Patient browser tab, open the patient’s file.

2. Click the Sales history tab.

3. Right-click an open sale allocated to a patient, indicated by a warning icon within the Debit column, and select Apply credit.

4. In the Unapplied credit(s) dialog box, click one of the unapplied credits listed in the Unapplied payments/credits panel, and click Apply.