العربية

The manual

Money: invoices and payments

  1. Open the patient, then Billing. Work the doctor recorded appears as unbilled work: create an invoice from it.
  2. Check the prices (a price of zero asks you to confirm), add a discount with a reason if needed, then Issue. An issued invoice cannot be edited: void it with a reason and correct it.
  3. Record a payment: choose the method and the amount. You cannot pay more than what remains. A wrong payment is corrected with a reversal, never deleted.
  4. Print the receipt. For a patient with a balance, print the statement from Billing.
The tab of the patient.
  1. The Billing tab of the patient.
  2. Account balance: charged, paid and what remains.
  3. Create invoice: from the work the doctor recorded.
  4. Record payment: for a visit or a whole plan.
: choose the language and paper first.
  1. Print invoice: choose the language and paper first.
  2. Record payment: the amount cannot be more than what remains.
The amount (at most what remains).
  1. The amount (at most what remains).
  2. The method: cash, card, cheque, InstaPay…
  3. Record payment.

Tip Payments are never edited. A wrong payment is cancelled with a reversal and a new one is entered.