To enter a Payment against and existing invoice, or Add credit to a patient's account, click the patient's appointment. In the pop-up that opens either click Payment or Credit.
This option enables you to enter payments for a patient without leaving the diary. When entering a payment you can either apply payments to existing invoices, or enter credit payments.
To make a payment against an existing invoice, tick the relevant invoice from the list. Then select a payment method then enter an amount in its corresponding box. You can enter up to 3 payments in this dialogue box.
Alternatively if you wish to enter a credit, tick the Account Credit box then select the tax rate. Enter the payment type and amount then Save.
These amounts can then be used when entering transactions.