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Take a payment

On the invoice, select Take payment in the Payments section, then choose how:
  • Record payment records money you’ve already received, such as cash, EFTPOS, bank transfer or HICAPS.
  • Send payment link makes a secure Stripe payment page you can copy, email or text to the patient.
  • Charge saved card charges a card the patient saved earlier. To save one, select Add a card.
When a patient pays by link or saved card, the payment is recorded on the invoice for you. Payment links and saved cards need Stripe. See Payments (Stripe).

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Change a payment

Open a payment’s menu to send a receipt, refund it or delete it. You can delete a payment you recorded by hand, but this can’t be undone. Card payments through Stripe can’t be deleted. To give money back, see Refund a payment.

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Use prepaid funds

When a billing party has paid in advance, select Apply prepaid on the invoice to pay it from those funds. You set up prepaid funds on the patient’s funding arrangement in Patient › Billing.

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Ask for a deposit

  1. On the invoice, select More actions › Request deposit. You can also start from the appointment panel.
  2. Enter the deposit amount.
  3. Charge a saved card, or make a payment link to copy, email or text.
A deposit is a part-payment on this invoice. It reduces what is owing. Deposits taken when a patient books are on the Awaiting payment page. See Awaiting payment.