Creating a Payment

There are two ways to receive a payment into myPractice, manually or automatically. In many practice's payment is made at the time of invoicing, if this is the case you may select to auto generate a payment. To do this select the Auto Generate Payment box within the Invoice Options. This receives the FULL amount into myPractice.

 

In the Invoices module

Click New Payment

 

 

Enter the total amount paid and select the payment method.

Click OK

 

 

Select the Invoice from the list of invoices to be assigned to the payment against.

Click OK

 

The payment will display

 

 

If the Payment Method = Cheque, enter the Cheque No:

Check that the Payment Date and Location are correct

Enter in any Notes as required

Click Save to finish the Payment.

Preview or Print a Receipt for this payment

The Invoices related to this payment can also be reprinted. If, the template allows, they will show the amount paid or amount owing on the Invoice.