Resource Center

Billing

Generating receipt

By making payment or adding payment we can generate a Receipt

  1. Navigate to Billing > Invoices section
  2. Click on the "More Options" (...) icon and select 'Add Payment / Write-off' (or) 'Make payment' option
    Receipt
  3. Enter the required details
    Receipt
  4. Click on 'Add' button to save details

Add payment

  1. Navigate to Billing > Receipts section
  2. Click on '+ Payment' button to add the payment.
    Receipts Add Payment
  3. Entere the required details and click on 'Add' to add the payment
    Receipts Add Payment

View Details

  1. Navigate to Billing > Receipts section
  2. Click on the "More Options" (...) option against the receipt and select 'View Details' to view the receipt
    Receipts View

Edit and Apply Payment

  1. Navigate to Billing > Receipts section
  2. Click on the "More Options" (...) icon against the receipt and select 'Edit & Apply Payment' to edit or apply the payment
    Edit and Apply Payment
  3. Enter the required details and click on 'Update' button to save changes.  Here, you can apply the payment to pending invoices.
    Edit and Apply Payment

Download Receipt

  1. Navigate to Billing > Receipts section
  2. Click on the "More Options" (...) icon against the receipt to be printed and select the 'Download' option
    Download Receipt

Print Receipt

  1. Navigate to Billing > Receipts section
  2. Click on the "More Options" (...) icon against the receipt to be printed and select the 'Print' option
    Print Receipt

Send Receipt

  1. Navigate to Billing > Receipts section
  2. Click on the "More Options" (...) icon against the receipt, and select the 'Send Receipt' option to send the receipt to the patient
    Send Receipt

Payment Refund

Unused payment can be refunded from receipt section

  1. Navigate to Billing > Receipts section
  2. Click on the "More Options" (...) icon and select 'Payment Refund' option to refund the unused payment.
    Payment Refund
  3. Chose a payment method and enter the refund amount and click on the ‘Payment Refund’ option.
    Payment Refund

Void Payment

To revert the payment made, use void payment option

  1. Navigate to Billing > Receipts section
  2. Click on the "More Options" (...) icon and select the 'Void Payment' option
    Void Payment
  3. Mention the reason for reverting the payment under the comment section and click 'OK' to confirm
  4. All of the above mentioned operations can be performed from details page as well by clicking on the appropriate button