This section explains how to use one payment to pay off multiple invoices.
All payments can be viewed under the 'Payments' tab on the Accounts page.
In the following example, a payment of £100 is used to pay off two invoices totalling £100.
We begin by adding a payment. You may click on the images below to zoom.
This patient has two sent invoices on their account totalling £100.
We can match this payment to both invoices by opening the payment, then clicking the 'Match' button.
- Search for the invoices by date or by invoice number using the filters on the left, then click 'Search invoices' to show a list of invoices.
- Click on each invoice to match the full amount, or enter a value in the 'Matched' column to match a partial amount.
- Review the payment windows and click 'Save' to confirm the allocation.