There may be times when a patient needs to pay for their invoice in installments. To accomplish this, it is possible to create an invoice and collect partial payments against it.
In this article you'll learn how to:
>View Video Below<
Create an Invoice with Partial Payment
In order to collect a partial payment against an invoice, follow the steps outlined below:
1. Create the invoice either from the individual patient history...
...or from the appointment window.
2. Tie the invoice to the appointment by selecting an appointment in the drop-down
3. After inputting the invoice details reflecting the total payments due, click Create Invoice & Record Payment.
4. Input the partial payment amount in two fields:
- Payment Amount
- Payment.
The outstanding amount due on the invoice will be visible in the Due column.
5. Click Apply Payment.
The partial payment will be applied and the outstanding invoice amount will show Due on the patient account.
Make Additional Payments against the Invoice
1. To collect an additional payment against the invoice, go to Payments & Refunds on the patient account and click + Payment.
2. Select the payment method and input the amount to be collected.
3. Select the preferred invoice and click Apply Payment.
The additional payment will be applied towards the invoice. If this is the final outstanding amount due on the invoice, the invoice will be marked as Paid in full and the due amount will be adjusted accordingly on the patient chart.
Video
Content Timelines per Minute:
00:00 - 00:08 - Introduction
00:09 - 1:01 - Creating an invoice
1:02 - 2:23 - Making partial payment
2:24 - 4:06 - Applying due amount to the invoice