Smart Electronic Medical Records
Pay outstanding accounts
- Click on Account in the toolbar, select the patient or organisation
- Select the Accounts Payment Tab
- Check the amount owing (To Pay) and enter the date, any comment and the amount paid
Payment by EFTPOS
- Enter the amount paid into the EFTPOS box and press [Enter]
Payment by Cash
- Collect the payment and enter the amount paid into the Cash box and press [Enter]
Payment by Cheque
- Enter the amount paid into the Cheque box, the Bank. branch and drawer (account name) into the appropriate boxes and press [Enter]
Payment by Credit Card
- Collect the payment and enter the amount paid into the Credit box, select the card type from the dropdown list and press Enter
Payment by Direct debit or internet payment
- Enter the amount paid into the Direct box and press Enter
Payment by Cash
- Collect the payment and enter the amount paid into the Cash box and press Enter
Repeat the above for payments by more than one method
The payments should appear in the Payments list below.
Allocate payments to invoices
Allocate to a single invoice
If there is a single invoice with an outstanding amount, payments will be allocated to this invoice (unless you have unticked this option).
Auto Allocate
- Click on the payment row
- Click on Autoallocate to allocate payments to the oldest outstanding invoices
Allocate to a specified Invoice
- Click on the payment row
- Double click on the invoice row
Allocate to a specified Invoice items
- Click on the + at the left of the invoice to view the invoice line items
- Click on the payment row
- Double click on the invoice item row(s)
(Amounts allocated are up to the total value of the payment and up to the total amount outstanding on the invoices).
Receipts
Print Receipt
- Click on the payment
- Click on Print Receipt in payment actions
Email Receipt
- Click on the payment
- Click on View/Email Receipt in payment actions. (This option will be Green if an email address is present for the account holder)
- Click on the Email button
- Confirm or enter the email address when prompted
