Accept Invoice Payments & Co-Payments From Client & Manual Insurance 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.

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From the Schedule

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 Metho
   • Payment Date
   • Payment Notes (optional)
6. Click Save button.

   

From the Ledger - Client Payment

1. Locate Client and open Client Profile.
2. Click Ledger in side 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.

From the Ledger - Manual Payment

1. Locate Client and open Client Profile.
2. Click Ledger in side navigation. 
3. Click Accept Payment button.

   

4. Select Insurance Payment.
5. Enter Total Amount.
6. Select Payment Method from the the drop-down (Insurance, Insurance Check, Insurance Credit/Debit Card, Insurance EFT/ACH).
7. Select Date of payment.
8. Enter Payment Number (EFT or check).
9. Enter Notes if needed for payment.
10. Select insurance the payment was received from.
11. Find the Service Date or Invoice Number.

    

12. Enter payment & click Save.

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