Process a Split Payment

Always process cash first.

1. Navigate to the patient’s BILLING tab.

2. Click on the invoice marked DUE.

   • If it is marked OPEN, the provider has not finalized the invoice, and the patient is not ready for checkout.

3. Select CHECK-OUT or Text/Email to Pay.

4. After selecting CHECK-OUT, edit the PAY NOW section with the first payment amount.

5. Click MARK AS PAID to update the invoice with the new balance.

6. Choose CHECK-OUT again and repeat the steps for checkout until full payment is received.

Click here to expand...