Add a payment

To add a payment from the schedule

To pay an invoice from the schedule, you have to go to the therapist or a rooms’ schedule.

  1. Click on the appointment to be paid
  2. From the window “Appointment Status”, click on “Billing”
  3. Select the option Mark as paid to add a payment for the full amount in the invoice 
    1. Click on “Mark as paid”
    2. Select the payment method
    3. Click on “Save”
  • Note: If you don’t want to add a full payment, click on “View” to access the invoice’s template and follow the next instructions.

To add a payment from the invoice 

Find the invoice to be paid from the “Billing” section/tab.

If you are on the “Billing” tab, make sure to look for the invoice in the right invoice grouping.

  1. Click on the invoice to open it
  2. In the section “Payments”, click on +
  3. Fill out the following fields:
    1. Payment Date: the date on which the payment is made
    2. Amount: the amount of payment to be applied (can be modified to add a partial payment)
    3. Reference Number: payment’s reference number (if applicable, if necessary)

      * The reference number can be the check number, payment slip, transfer’s confirmation
    4. Payment Method: payment method (among the method previously created in My Clinic > Billing > Payment Methods)
    5. Third-Party Payer: Paying agency from whom the payment originates (if applicable, if necessary)

      *Third-party payer associated with the payment will decrease the remaining amount of the coverage allowance.
      For more information related to the coverage allowance, consult the following article:  Coverage Allowance
    6. Description: all information related to the payment, which can be important (if applicable, if necessary)

      * The elements entered, in the “Description’ bloc will be displayed on the invoice’s visual.
  4. Click on “Save Changes”
  5. Repeat the steps 2-3-4 if another payment has to be applied.
  6. Click on the “Save Changes” button located at the top right of the invoice to add the payment or payments