Working with Financials Payments
Payments
There are four different occasions where you will process payments:
- After the visit
- At the end of a counter sale.
- Payment of accounts
- Deposits
Creating the receipt is the same in all cases but the method of beginning the process varies for each of these different situations.
(1) After the Visit
When a client comes to the reception desk after their visit, you use the Waiting to Pay clipboard to pick up their record.
Select Clipboards, then Patient Activities > Waiting to Pay and look for their record in the list.
Select the client from the Waiting to Pay clipboard by double clicking. Their Financials screen will open. From there you can print the invoice or receipt the payment.
(2) At the end of a Counter Sale
Usually at the end of a counter sale, the Receipt Payment dialog will automatically open and you will not see the Financials screen.
For more information please refer to the article on 'Counter Sales' in this manual.
(3) Payments through the Mail
Payment of any amount, at any time, for any purpose is possible by finding the client record, selecting their Financials Screen and using the ADD PAYMENT button.
There is also a special module that will allow you to process a batch of account payments (bulk payments) in one operation. You can access this through the Task Panel by selecting Tools & Utilities > Financial > Batch entry of payments.
(4) Deposits
Payment of a deposit at any time is possible by finding the client record, selecting their Financials Screen, and using the ADD PAYMENT button.
