Scenario

o      The practice manager or other staff member wishes to bill a patient on behalf of a practitioner.

o      The patient will make a gap payment, using multiple payment types.

Example

Payment Details

1.      Select the Pay Now option. The Payment Details section becomes available.

2.      Click  The gap payment amount (of $12.55 in this example) is automatically added to the first row of the payment details section.

3.      The patient wishes to make a part payment of $10, to be paid via EFTPOS. In the Payment Details section, click within the first row and change the value of $12.55 to $10, and select EFTPOS as the payment type.

4.      Click the Add button to add a new row, in which you then add the second payment/payment type. In the example below, the patient's second payment is $2.55, paid by cash. Ensure that the Payment Allocation total and Payment total balance. They must balance before you can receipt this payment.

5.      (Optional) You have an opportunity to select the bank account to which this payment will be assigned, via the Bank To drop-down menu. The default bank account is that associated with the selected practitioner.

6.      Click Receipt to immediately issue a receipt.