Allocating a Part-Payment
Part payments can be made at the time of consultation (Combined Invoice/Receipt) or as payment of pre-issued invoice.
Before you begin
You should have an understanding of invoicing and receipting before you proceed
Procedure
- Open the Patient's Record.
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From the Margin Menu, select Accounts. The list of accounts is displayed.
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Select the account and click Open exisitng account. You are
presented with the details of the account.
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Select the Receipts tab.
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Click New Receipt. The New Receipt
window appears.
- Double-click in the Type field to display a drop-down list of acceptable payment types, or start typing the payment type to display the name.
- Enter the name of the payer (Cheque or Card). If paying by cash, the name is automatically inserted.
- In Bank/Card choose from Visa, MasterCard or Other.
- Enter the Branch/Details (if required).
- Enter the amount received (which will be less than the required amount of the invoice, because in this instance you are only recording a part-payment).
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In the Allocate column indicate which service items the part-payment should be allocated to, as shown in the example below. You can either tick an associated check box to allocate a full amount to an item, or you can over-type the allocated amount with another.
- Click Issue to issue the receipt as normal.