Once you have created a private bill (see Creating private bills) you can receive payment by cash, debit / credit card, bank transfer, cheque and via Stripe (see Collecting payments for private bills using Stripe).
Steps
1. From the Start/Open Menu /Quick Menu, click Private Billing.
2. Under Unpaid Items, click one or more items.
The item(s) will change from white to blue.
3. Click Make a Payment.
A window Continue Payment will open
4. Next to Paid, click +
A small Add Payment window appears.
Complete all information:
Method | Click on the downward arrow and select payment method: Cash, Credit/Debit card, bank transfer, cheque, Stripe (if integrated) |
Amount | Can change currency and amount. |
Processed Date | Can change the date the payment was made by clicking on the calendar. |
Note | Internal Note. |
5. Click Submit.
The following items are optional entries in the Continue Payment window:
Location | At the top right corner, click on the downward arrow to select the clinic location. |
Practitioner Name | Click the magnifying icon and select the provider - the name will appear on the invoice. |
Tags | Add configured tags by clicking on a specific one (grey will turn yellow). See Creating Payment Tags for more information on how to configure these. |
External Note | Write a note in the box - the note will appear on the invoice. |
You can create an invoice by clicking on the Invoice Tab.