Payer
Each receipt has one main payer (although invoices from other payers can be joined to the receipt if necessary where the payer has paid their invoices). Once the payer has been entered the outstanding invoices for that doctor and payer will be displayed in the lower of the two lists.
One receipt can contain:
• one payment to one invoice
• multiple payments to one invoice
• one payment to multiple invoices
Receipt Details
Receipts include the following types:
• EFTPOS - used for all electronic cards
• Cheque
• Cash
• Manual Credit card
• Other
• Allocation - used for direct credits
• Write Off - used to forgive amounts that were billed but not paid
You may apply discounts given to invoices on the receipt entry form. The payer of an invoice is set when creating the procedure. You may choose a standard payer (eg. HBF), or an individual which may be the patient or a 3rd party. Only Outstanding invoices for the doctor entered will be displayed.
An allocation is used when applying an amount from a credit (negative invoice) to an outstanding invoice.