Handle invoices paid by Financing

If the patient pays by financing, you might have to adjust the invoice amount to reflect the actual amount you'll receive after the fee is taken.

If the invoice isn't paid

1. Go to the invoice and click Edit (the small pen icon).
2. Split the remaining payment into two parts:
   1. One part represents the "actual remaining balance" – this is the amount that will be collected.
   2. The second part is the "throw away" amount, which accounts for the difference due to the finance subsidy. This amount won’t be collected.
3. Collect only the actual remaining balance from the customer.
4. Do not collect the "throw away" part.
5. Finally, cancel the invoice but do not issue a refund.

If the invoice is already paid

1. Go to the invoice and click "Cancel invoice".
   1. If the full amount has been paid by the patient, refund the appropriate amount, corresponding to the Financing that they've been approved of.
   2. If the invoice has been partly paid by Finance and you need to adjust that amount, refund the Finance instalment.
2. Create a new invoice with the correct Financing amount
3. Mark the invoice as paid by Financing