Collect Payment Without an Invoice (Collect Deposit)
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. You can also follow this procedure to collect deposits.
To collect a payment without an invoice:
Go to Patient Chart > Billing.
Select New Payment.
In the Checkout window, select Change Amount. Enter the payment amount and select Save.
Select the Payment Method from the drop-down menu.
(Optional) In the Notes section, enter the reason for the credit.
Select Checkout. (The button text may vary based on the selected payment method.)
A record of the payment displays in the Payments grid in the patient’s Billing tab.
Video: Collect Payment for Account Balance or Credit