Pay an Outstanding Balance / Create Receipt after Invoice Creation

Once treatment has been invoiced, payments/receipts can be made two ways:

1) From the receipts

2) When invoicing other treatment for the patient/family. 

Pay Balance from Receipts

1. Click the navigation menu > Patients > Receipts page

2. Receipts toolbar > New Receipt

   1. Enter the Amount

   2. Select the Payment Type

   3. Ensure the amount is allocated to the correct balance. Remove tick from Autoallocate Payments, then enter the amount against the correct balance if not.

   4. Click CREATE or PRINT
      

Pay Balance during Invoice of Other Treatment

The below instructions assume treatment items have been entered and are now ready for payment.

1. Click the navigation menu > Patients > Treatment page

2. Itemised Invoices toolbar > New Invoice and Receipt / Click Inv/Receipt Icon / Press F3 on Keyboard

   1. Enter the Amount 

   2. Select the Payment Type

   3. Ensure the amount is allocated to the correct balance. Remove tick from Autoallocate Payments, then enter the amount against the correct balance if not.

   4. Click Create / Print