Payments

Treatment Roomthe patientMoreInvoices

ReceptionDoctorMedical CoordinatorClinic Administrator

A payment is recorded on the invoice, the way the patient paid: in cash, by card or by bank transfer. An invoice paid in part stays to be paid for the rest, until the last payment.

Record a payment

1. Tap More, then Invoices.
2. Tap the invoice.
3. Tap Pay.
4. Choose in Journal how the patient paid: Numerar (cash), Card POS or Bank.
5. Tap Create Payment.

The invoice gets the PAID ribbon.

Record a partial payment

1. Tap More, then Invoices.
2. Tap the invoice.
3. Tap Pay.
4. Choose in Journal how the patient paid.
5. Type in Amount the sum paid now.
6. Tap Create Payment.

The invoice gets the PARTIAL ribbon, and, under the invoice’s total, Amount Due shows what is left to pay. The rest is collected with Pay as well.

See the outstanding amounts

1. Tap Invoicing, on the home screen.
2. Tap the arrow at the end of the search field.
3. Tap To pay.
4. Tap the button at the end of the list’s header.
5. Tick Amount Due.

The list shows the whole clinic’s unpaid and partly paid invoices, with what is left on each.

Next

• The invoice
• e-Factura