Accept Invoice Payments & Co-Payments

Client Balance Due is listed on the Agenda, as well as in the Client's Ledger.

Payments can be accepted at any time from a Client, even if Client does not have any outstanding Invoices. In such cases, any payments accepted will show as a credit/open payment on the Client's Ledger. Same goes for any overpayments.

If your Client has Insurance entered on their Bill To & Insurance Info tab, then Insurance will be the default responsibility when accepting a payment, unless your Client has a set payment amount entered OR a co-pay.

Learn More:

• Clinics enrolled in payment processing can process credit cards within the system. For information, see Process Invoice Payments.
• If a client prepays for an appointment, the payment is automatically applied to the invoice when the invoice is generated for the appointment. For more information, see Record or Process a Prepay for an Appointment. 

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From the Agenda

1. Click Add Invoice for appropriate Client Appointment on the Agenda.
2. Click Apply Payment button.
3. In the Invoice line, full payment amount defaults.
4. IF payment amount is different than full amount, enter that in.
5. In Payment Info, enter Payment Details:
   • Total Payment Amount defaults what you entered below.
   • Payment Method
   • Payment Date
   • Payment Notes (optional)
6. Click Save button.
   

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From the Ledger

1. Locate Client and open Client Profile.
2. Click Ledger inside navigation.
3. Click Accept Payment button.
4. Ensure that Client Payment is selected.
5. Scroll to appropriate Invoice and enter payment amount inline.
6. Select if this is a Co-Pay.
7. Scroll to top and enter additional Payment Details: Payment Method, Date, and Notes if needed.
8. Click Save button.
   

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