How do you mark an Invoice as Paid/bad debt?

You can mark an Invoice as Paid from a number of places

From the Invoice

  1. Open up the Invoice by selecting it from the Account tab of the patient Summary, or one of the lists in the Finance View
  2. Click the "Mark As Paid" button at the bottom of the page or select the "Mark as Bad Debt"

 When you select "mark as Paid"will be taken to the Payment Information screen:

  1. Select a Payment Date

  2. Select a Payment Type. If you would like to amend or add a payment type please read this article - How do I set up a payment type?
  3. Add any Payment Comments
  4. Once you are complete, click Save

From the Accounts tab of the Patient Summary

You can also click on the Paid button next to an Invoice in the Accounts tab of the Patient Summary. This will take you through to the Payment Information screen to carry out the steps noted above. 

From the "List" View

Once an invoice has been generated for an appointment, this is indicated in the "List" view using this symbol: 

Invoice_1.png 

Select this symbol to take you to the invoice to mark the invoice as paid/bad debt. This symbol will turn green when it is marked as paid and red when it is marked as bad debt. 

 

Implications of Marking an Invoice As PAID

To comply with audit requirements, it is not possible to amend an Invoice once it has been marked as PAID.

If an invoice is incorrect (prior to payment) you can delete it and start again.

To delete an Invoice, open it up and click on the trash icon at the bottom right hand side of the page.

Once an invoice have been marked as "paid" the appointments included on the invoice can no longer be amended or deleted. Again, this is to ensure that your diary records match up with your financial records in the event of an audit.

 

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