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Apply a Partial Payment on an Invoice
Apply a Partial Payment on an Invoice

How to process a partial payment or record a partial payment on a patient's invoice

CC Canepa avatar
Written by CC Canepa
Updated over a week ago

Apply Partial Payment via Credit Card or ACH

  1. Navigate to the patient's 'Invoices' tab

  2. Click on the invoice you would like to process a partial payment on

  3. Click on the green '$ Process Payment' button in the upper-right corner of the invoice

  4. In the pop-up window, click into the 'Payment' text box and change the amount

  5. Select the payment source you would like to use

  6. Ensure the green 'Process $XXX Now' button reflects the amount you want to process, then click on it to apply the partial payment

Record Partial Cash or Check Payment

  1. Navigate to the patient's 'Invoices' tab

  2. Click on the invoice you would like to record a partial payment on

  3. Click on the blue 'Record Payment' button

  4. In the pop-up window, click into the 'Payment' text box and change the amount to reflect the cash or check payment you received from the patient

  5. Select the form of payment

  6. Add a memo, if desired

  7. Click 'Record $XXX Payment'

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