How can I predefine the way an invoice will be split between multiple parties?

If you know that an invoice is going to be split between multiple parties upon its creation you can pre-define this when creating it:

  1. Create the invoice - How do I create an Invoice?
  2. Select Part Pay:

  3. Select Add Payment:

  4. Select who you wish to define a payment for from the dropdown in the part payment modal (these will be pulled from the 3rd Parties and NOK specified in the patient summary):
  5. Define the amount that the specific party will be due to pay
  6. Leave Payment Date & Payment type blank (unless it has been pre-paid) and select "Save"
  7. Repeat steps 3-6 to add another payor 
  8. Your invoice will look like this after multiple part payments have been added:


Need More Help?

We understand that not everything is black and white, so if you need some help, click "Submit A Request" ticket and one of our team will help you out as soon as possible.

Have more questions? Submit a request


Please sign in to leave a comment.
Powered by Zendesk