Option 1: Process a Payment from the Appointment Window
In the left sidebar, click the calendar icon to open the Appointments module.
Click on the appointment in the calendar to open the appointment window.
From here you have two options:
Click "Check In" to check in the appointment and automatically generate an invoice, then click "Pay" to process the payment.
Click "Generate Invoice" to create the invoice directly, then click the envelope icon to send it to the client electronically.
Option 2: Process a Payment from the Billing Module
In the left sidebar, click the money icon to open the Billing module.
Click on the "Invoices" tab.
Check the box next to the invoice you want to process.
Click the "Pay" button at the top of the list.
Select the payment method and complete the payment process.
How to Review Processed Payments
In the Billing module, click on the "Payments" tab.
Here you can review all processed payments with the following information:
Invoice number, client, practitioner, amount, and status
From each payment row you can:
Click the hourglass icon to process a refund
Click the envelope icon to resend the receipt
Click the PDF icon to download the receipt
Click the "X" icon to annul the payment
Note: Every time a payment is processed, a receipt is automatically sent to the client via email, as long as electronic communication is enabled in their profile.