Mark an Invoice as Partly Paid by Financing

Mark an Invoice as Partly Paid by Financing

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 update

3. Click on the Edit pen in the lower right corner

4. Click the plus icon to add another installment

5. Set the correct amount for the financing and adjust the other installment accordingly

6. Click on "Save"

7. Click on the installment that is for Financing

8. Click on the "Financing" field.

9. Click on "Next"

10. Click on "Confirm"

11. The invoice will be marked as "Partially paid" and the amount to pay will be update for the patient as well in their patient account.