A payment is recorded for a patient and allocated to their visits, extra services or passes. One payment can cover several visits at once.
Taking a payment
- Open the visit in the calendar, or the patient card → Payments.
- Choose Pay what is due or select visits and Pay selected; then choose the method (cash, card, transfer, QR, pass or gift card).
- For a QR payment, show the code to the patient; the payment is confirmed once it is matched with the bank.
Payments screen
- Payments: all payments for a period, filtered by method and status.
- Daily closing: the daily cash register closing – see Closing.
- Debtors: patients with an amount past the due date and reminders – see Debtors and reminders.
- Invoices, Buyers, Bank and For the accountant have their own help.
Refund
In the payment detail choose Refund. A refund is a separate entry; the original payment does not change.
Set bank details for QR payments and extra services in Settings → Bank account and QR, and online card payments in Settings → Online payments.