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.

 

In the Invoices module

Find the relevant Invoice to be paid

Click Add Payment

 

 

Select the Payment Method

Enter the Payment Amount

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

 

 

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.

 

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

Click Save to finish the Payment.

Preview or Print a Receipt for this payment