Collect Payment Without an Invoice

In Patient Chart > Billing, you can collect a payment that is not associated with an invoice. This payment will apply to any due invoices in order from oldest to newest. If the client does not have any due invoices, or if the payment amount is greater than the amount due, the remaining balance will be listed as a credit on the client’s account.

To collect a payment without an invoice:

1. Go to Patient Chart > Billing.

2. Select New Payment.

3. In the Checkout window, select Change Amount. Enter the payment amount and select Save.

4. Select the Payment Method from the drop-down menu.

5. (Optional) In the Notes section, enter the reason for the credit.

6. Select Checkout.

A record of the payment displays in the Payments grid in the patient’s Billing tab.