How to view and record payments

In Payments you see everything your patients have paid and can record payments made in cash or by bank transfer.

Steps

1. Open Finance → Payments.
2. For a manual payment, click Record payment, select the invoice and enter the amount, date, and payment method.
3. Save. The invoice updates to paid or partially paid depending on the amount.

Tip

Payments with a card link are recorded automatically. Use Record payment only for cash or transfers.