You can mark an Invoice as Paid from a number of places
From the Invoice
- Open up the Invoice by selecting it from the Account tab of the Patient Summary, or one of the lists in the Finance View
- Click the Pay in Full button at the bottom of the page or select the Bad Debt button.
When you select Pay in Full, you will be taken to the Payment Information screen:
- Select a Payment Date
- Select a Payment Type. If you would like to amend or add a payment type please read this article - How do I set up a payment type?
- Add any Payment Comments
- Once you are complete, click Save
From the Accounts tab of the Patient Summary
You can also click on the Pay button next to an Invoice in the Accounts tab of the Patient Summary. This will take you through to the Payment Information screen to carry out the steps noted above:
From the Diary List View
Once an invoice has been generated for an appointment, this is indicated in the List view using this symbol:
Select this symbol to take you to the invoice to mark the invoice as paid/bad debt. This symbol will turn green when it is marked as paid and red when it is marked as bad debt.
Implications of Marking an Invoice As Paid
To comply with Audit requirements, it is not possible to amend an Invoice once it has been marked as Paid.
If an invoice is incorrect (prior to payment) you can delete it and start again.
To delete an invoice, open it up and click on the trash icon at the bottom right hand side of the page.
Once an invoice has been marked as paid, the appointments included on the invoice can no longer be amended or deleted. This is to ensure that your diary records match up with your financial records in the event of an audit.
If you do need to amend an invoice once it has been marked as paid, you will first need to remove the payment information -> How do I edit an Invoice that has been marked as Paid?
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