Efficiently handling payments for services rendered is a critical aspect of practice management. As a healthcare professional, you have the responsibility to ensure seamless transactions with your clients. In this guide, we’ll explore the process of processing payments for the services you’ve provided, allowing you to choose a suitable payment method. Whether it’s credit cards, direct bank transfers, or other options, our instructions will empower you to maintain financial accuracy and client satisfaction.

You will need to create a new invoice before you can apply a payment.

1. From your client's file, click Invoicing, click on Actions then Edit for the invoice you would like to apply a payment to

2. Click on the $ button or Payment \ Auto Assign, enter the payment details, then click OK, and finally click Update Invoice 

💡 You can also click on the invoice number to quickly edit the invoice.

💡The payment/auto-assign button will apply a payment to the total invoice, whereas the $ button will apply a payment to a single service type.

1. With the invoice open, click on the $ button, then click on Edit, update the details, then click Update Payment

2. Make any other changes if needed and then click Update Invoice to finalise

💡Clicking delete instead of edit will delete the entire payment.

🚀 Did you know that our add-on Pin Payments allows you to easily pay your client's invoices online?