Patient Payments

1. Go to Billing > Patient Payments.
2. In the “Patient with Balance” tab, view the overall Total Billed Amount, Total Paid Amount, Total Balance, Total Write Off, and Unallocated payment of the patient based on the cash-based payment method appointments.

3. To make a payment for the remaining balance, click on the “Pay” button.
4. Either select the “Overall Balance Amount” or  “Other Amount” and enter the other amount in the input field to proceed with the payment.
5. Select one of the payment methods from the dropdown, like Cash, Cheque, Credit Card, and Stripe, and select a Payment Date.

6. Click the “Add Payment” button to post the payment.
7. Search for a specific patient from the “Search Field” to make the payment.
8. In the “Patient Patient” tab, initially search for the patient using the “Search Field” and select them.

9. View the patients’ “Billed Amount”, “Paid Amount”, and “Balance Amount” based on the appointment.
10. To make payments based on the appointments, click on the “Pay” button listed in the table for each appointment.

11. By default, the invoice amount is selected with no other option, select a payment method and payment date, and click on the “Add Payment” to process the payment.