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Recording a Payment

How to record an invoice as 'Paid'

Jessica Magri avatar
Written by Jessica Magri
Updated over a week ago

This article is about how you can change the status of an invoice from 'Outstanding' to 'Paid'. For general information on invoices, see here.

Note: To record a payment, you must have a role assigned to you that gives you editing permissions for Invoices. For more information on roles, see here.

Record the Payment of an Invoice

You can record the payment of an invoice at any time from the Invoices page:

1. Click the Pay button next to the invoice that you want to record the payment of.

2. Fill out the details of the payment:

  • Date: Choose the date that the payment was taken on

  • Payment Type: Use the dropdown to select a payment method

  • Amount: Type the amount that was paid off

3. Click Save. Note: If you have added a patient's payment card, and selected that card as the Payment type, then this button will instead say Charge card.

The invoice updates on the Invoices page to 'Paid' :

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