Record payments and receipts

Step by step

1. 1

   Add your bank account

   Under Settings → Bank accounts press Add an account and enter the bank, the account holder, the IBAN and the currency. The IBAN is checked by its check digits and spaces are fine. While Shown to patients is on, the patient sees the account on the portal.

2. 2

   See the schedule

   When a quote is accepted, a payment schedule with the deposit and the balance and their due dates appears under Payments and on the case's Payments tab.

3. 3

   The patient sends a receipt

   After the transfer the patient presses Send the receipt on the portal and adds a photo or file of the receipt, the amount and the day. Members who manage payments are notified.

4. 4

   Check the receipt

   Under Payments pick the Receipts to check filter, open the schedule and look at the receipt under Receipts from the person. If the money has arrived in your account, choose Verify the receipt: the payment is recorded and the patient is e-mailed.

5. 5

   Reject it if needed

   If the receipt is wrong or incomplete, choose Reject the receipt and write the reason in Why it is rejected. The patient reads it on the portal and by e-mail and can send the right receipt.

6. 6

   Record other payments

   For a card at the clinic, cash or a payment link, choose Record a payment and pick For (the schedule or one item), How it was paid, the amount and the day. The amount cannot exceed what is left and the day cannot be in the future.

7. 7

   Refunds and cancelling

   Record a refund up to what was received. If the schedule no longer applies, choose Cancel the schedule and write the reason; nothing more is then due, but refunds can still be recorded.

Common questions