A payment is always associated with an invoice. It can cover part or all of the invoice amount. Several payment methods are available, e.g. cash, debit, check or credit card.
⚠️ Notes
- Once an invoice has been paid in full or in part, it is impossible to modify the products it contains.
- It is impossible to pay an invoice in a closed accounting period.
- Click on the Bill and pay button at the bottom of a new invoice, or the Pay button at the bottom of an existing invoice.
- ➡️ To record a payment manually :
- Keep the Register manually tab selected by default.
- Select the Method of payment.
- Select the Payment date. The date is preset to today's date.
- Modify the amount to be paid (optional). The amount displayed corresponds to the invoice's outstanding balance.
- Add a comment (optional).
- Keep the Register manually tab selected by default.
- ➡️ To record payment via a terminal (🚩functionality available on request, contact our team!) :
- Select the Send to terminal tab.
- Select terminal.
- Modify the amount to be paid (optional).
- Click on the Pay button. In the case of payment by terminal, hand over the terminal to the customer for payment by card.
- The invoice will appear on the screen as a print preview with the mention "Paid". Click on the download icon to download the invoice in PDF format or on the printer icon to print it. The invoice is displayed according to the patient's language of communication in the Administrative center. If no communication language is previously selected, the invoice is displayed in French by default.
- If needed, the Send by email, Print, Credit and Refund options are available in the Invoice content section.
- The payment is documented at the bottom of the invoice in the Transactions section.
Close batch
At the end of the day, click on the Close batch button in the Private Billing module to close the day on the payment terminal.
