Phone: For support in Australia, call 1300 401 111 and select option 3 for Bp Allied. Next, select option 1 for Support or Option 3 for Training. For support in New Zealand call 0800 401 111 and select option 3 for Bp Allied. Next, select option 1 for Support or Option 3 for Training
Creating a Payment for a selected Invoice
There are two ways to receive a payment into Bp Allied, manually or automatically. In many practice's payment is made at the time of invoicing, if this is the case you may select to receive a payment at the time of creating the Invoice. Otherwise, a payment can be added to an Invoice either from the New Payment button at the top of the Invoice module screen, or from the Add Payment button at the bottom of the invoice itself.
Location and Practitioner default in from the Invoice. Change these if need be. The Practitioner is used to determine who's bank account the payment is to go into if EFTPOS integration is being used.
Click OK
The payment will display
Click Save
The Invoices related to this payment can also be reprinted using the Print button. If, the template allows, they will show the amount paid or amount owing on the Invoice.
Editing the Payment
If the Payment Method = Cheque, click on the Payment No to navigate to the payment to enter the Cheque No
If the Payment Date or Location need editing, click on the Payment No to navigate to the payment and amend these
If any Notes are required, click on the Payment No to navigate to the payment and amend these
