Mark an Invoice as Paid by Cash or Bank Transfer

If a patient pays an invoice with cash or through bank transfer directly to the clinic's bank account, you'll need to manually go in and mark the invoice as paid.

Step-by-Step

1. In a patient's Patient360, click "Invoices"

2. Find the invoice you want to mark as paid

3. Click the "Pay" button

4. You can choose to mark the invoice either as paid by "Cash".

5. Or paid by "Bank Transfer".

6. Click on "Next"

7. Double-check that it's correct and click "Confirm"