Payments and invoices

This tutorial will walk you through how to record payments and issue invoices. Please note that you can only perform these actions if you have been granted the respective user permission(s).

Record payments and issue invoices

1. To manage payments from a patient or client, double-click to enter the patient’s consultation session.

2. Click the 💵 Payment tab to enter the payment interface that shows a table of the payments recorded so far during this patient’s visit to your clinic.

3. To create a new payment, click the ➕ Create Payment button on the top right corner.

4. Select the payment method.

5. Enter the payment details in the table.

6. To add your pre-defined chargeable items to the breakdown, click the search button at the end of each row.

7. On the window that pops up, select items from the lists of pre-defined chargeable items and service packages that apply to the patient, and add them to the invoice breakdown by clicking the ➕ button.

8. If the payment is related to any discount or sponsorship programme(s) being offered at your clinic, you can type to search and tag with the programme(s) documented, in order to relate the respective payment(s) with the programme(s).

• To learn how to document any discount or sponsorship programme(s), visit the Configure your clinic account tutorial.

9. To add individual medications or medical items explicitly as chargeable items on the invoice breakdown, you can select the tickbox and enter the amount.

10. Click Confirm to log down the payment record, and generate the invoice. A record should be added to the table on the 💵 Payment tab frontpage.

11. To print the invoice, click the 🖨. The browser’s print window will pop up. Select the correct printer, then click Print.

12. After managing the payments, you may click > Next Phase on the top right corner to move the patient to the next phase.

13. If this patient’s visit at your clinic is considered completed, move the patient to the Completed phase, and this will bring you back to the homepage under the 🏠 Home tab.

14. To check all the completed cases on the same day, click the green ✅ Completed button on the top right corner of the homepage.