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. Go to Patient Records > Receipts tab

2. Receipts menu / New Receipt icon

   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
      
      

Pay Balance during Invoice of Other Treatment

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

1. Go to Patient Records > Treatment tab

2. Itemised Invoices menu > New Invoice and Receipt / Click In/Rec 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