There are several places you can pay outstanding invoices.
1. Patients profile
Go to Patient Profile>History>Invoices tab. Click the blue icon to the left of the item and select Pay Invoice.
2. Receivables Page
a. Go to Home>$Accounting>Billing section - Receivables.
b. Search for the patient. To pay 1 item, click the blue icon to the left of the item and select Pay Invoice.
a. To pay several items, check the boxes to the left of the items you want to pay.
b. Scroll to the bottom of the page, from the "With Select" field click "Pay" then "Submit".
c. The Receive Payment popup will open. Fill in the payment details.
d. Save>Confirm. You will get a Batch bill report you can print.
3. Invoice Search page
a. To pay 1 item go to Home>$Accounting>Invoice Search.
b. Enter the Patient name or other search criteria, then "Search".
c. Click the blue icon to the left of the item and select Pay Invoice.
d. Go through the Receive payment process.
Select a date range and make other selections from the drop down menus to further define your search criteria.
a. To pay multiple invoices using the Enable Multi Payments option go to Home>$Accounting>Invoice Search.
b. Select your search criteria then click "Search".
c. Click Enable Multi Payments, select the $ sign located beside each of the receivables you want to pay.
They will move below the multi payment portion of the page.
d. Select Pay All Selected.
e. The Receive Payment popup will open. Set the payment criteria and Save.
4. Batch Billing
a. Go to Home>$Accounting>Print Batching>Create Batch Invoices. A blank form will open.
b. Type: Select from the drop-down options.
c. Batch Name: Type a name for the batch invoices as a reference.
d. End Date: Type a date or select a date from the calendar. Include Paid Invoices: Select the check box if you want to include these
e. Select a third party. Save.
Go to Home>$Accounting>Print Batch Invoices.
You can set the search status to Pending, Printed or Deleted.
You will have several options to select from when you click the blue icon to the left of the item.
Mark Batch as Printed
Marking a batch as printed will enable editing of the invoices again. You’ll be prompted to confirm you want to mark the batch as printed. Select “OK” or “Cancel”.
Note: You will not be able to delete the batch after it has been marked as printed.
You’ll be prompted to confirm you want to delete the Print Batch.
Note: This action will reset all invoices contained in the batch to be included in future Batches.
Select “Ok” or “Cancel”.