What this guide helps you do
The Payments area lists money recorded for the patient and opens each payment’s receipt and invoice links.
In this guide
- Add a payment for this patient
- Review payment amount, type, date, and outcome
- Open linked invoices
- Void an incorrect payment safely
The Payments area in its normal view before any item is selected or edited.
Review payment history
1
Select a payment
Open its details and receipt information.
2
Check how it was used
A payment may link to one invoice or several; open each invoice when allocation needs explanation.
3
Use page controls
Move through older payment pages when needed.
A selected payment showing receipt details and linked invoice choices.
Add or correct a payment
1
Choose Add payment
The patient is already selected.
2
Record the amount, payment type, allocations, and optional note
Confirm the amount and method against the source record.
3
Correct by voiding when necessary
Open the payment, choose Void this payment, enter the required reason, and confirm only after reviewing linked invoices.
The add-payment form followed by the void confirmation with required reason.
Things worth knowing
- Voiding changes the financial record and can affect invoice balances. Do not use it merely to hide a mistake.
- The clinic-wide Payments page has additional date and search filters.
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