Receiving Payments
Let's start with accessing the invoice.
From the patients Master Record > Invoice List you will locate and open the invoice by clicking on the invoice number.
From here you want to select Receive Payment > Enter Amount paid > Select Payment Method > Submit.
If you have added Notes or need to add notes, these can be printed along with the Receipt.
Refunding Payments
We've all received payments only to realize it was on the wrong patient or had a situation where we need to refund the patient.
We'll start with accessing the invoice.
From the patients Master Record > Invoice List you will locate and open the invoice by clicking on the invoice number.
From here, you will select receive payment, then enter the amount with a minus in front, you'll also want to select the appropriate payment method. Then submit.
Note that after Submission there is now a balance owing.
Deleting an Invoice
If your intention is to delete this invoice you will now want to navigate back to the Invoice list or you can select Edit Invoice at the bottom of this screen.
Note: Invoices cannot be deleted and removed from the site, the Delete is a Status setting.
You want to Change Type to Deleted. You can also change the value to 0.00 if you'd like.
Note: We would recommend that you add a note in the Billing notes, this is an internal note but a great opportunity to note the reasoning here for any future questioning as to why an invoice may have been deleted.
At this point you can REPROCESS - do not RESUBMIT, this will set the invoice to MSP NOSUB.
Please reach out to Support if you have any follow up questions or concerns.