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Version 4
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Payments



Payments
1

Payment ID

1. Payment ID
Displays the Payment ID number, please note this number is automatically generated but you can set your next Invoice ID and Payment ID under System > Options > Invoices > Invoice Numbering Options
2

Payment Date

2. Payment Date
Displays the date the Payment was generated.  This date can be changed by clicking Edit and selecting a new date.
3

Payment Amount

3. Payment Amount
Shows the total amount paid for this payment.
4

Payment Method

4. Payment Method
Displays the selected payment method.
5

Cheque Number

5. Cheque Number
If Cheque is selected as the Payment Method, this field will be enabled to allow you to enter a Cheque number.
6

Add Invoice

6. Add Invoice
Click to Add an Invoice to the payment.  Only Outstanding Invoices associated with that Client or Third Party Biller will be displayed.
7

Invoice Details

7. Invoice Details
Displays the list of Invoices assigned to this payment.  Click X to remove an Invoice from this payment.  Enter the amount Paid from this Payment into the Paid from this Payment field.  For example, the inovice amount may be $100 but you may only be paying $50 from this Payment off this Invoice and the rest of the payment might be assigned to another invoice.
8

Invoice Totals Assigned

8. Invoice Totals Assigned
Displays the total amount assigned for all inovices as entered into Paid from this Payment.
9

Accepted By

9. Accepted By
Displays who generated the payment record, this cannot be changed.
10

Location

10. Location
Displays the Location of the associated Invoice.
11

Credit Amount

11. Credit Amount
Enter any credit into this field.
12

Total Amount Assigned

12. Total Amount Assigned
DIsplays the total amount assigned for all invoices as entered into Paid from this Payment as well as any credit entered into the Credit field.
13

Notes

13. Notes
Enter any associated payment notes here. NB. You must click Edit to enter notes after the payment has been saved.
14

Payment Balance Summary

14. Payment Balance Summary
Displays the total amount assigned for all invoices as well as credit and balances this with the Total Amount Paid.
15

Preview

15. Preview
Click Preview to view a preview of how your payment will look once printed.
16

Print

16. Print
Click to Print your payment.
17

Edit

17. Edit
Click Edit to make any changes to your payment.
18

Save

18. Save
Click to Save changes to your payment.  NB. You must click Edit to enable the Save button.
19

Cancel

19. Cancel
Click Cancel to disregard changes to your Payment.  NB. You must click Edit to enable the Cancel button.
20

Delete

20. Delete
Click to Delete the Payment from the syste.  NB. You must click Edit to enable the Delete button.