Support Center

How to process individual payments

Last Updated: May 06, 2013 11:11AM AEST
You can pay individual invoices from the invoices screen itself. Go to the invoice, found either by its invoice number or by searching for the patient's surname. Click on the Payments button in the Account Handling box. 


 
This brings up a payment window where you can enter the 
  • Payment type (Cheque, Card, Direct Deposit etc)
  • The date of payment
  • The Amount
  • Cheque details if required
  • You can also add the payment to a list of Banking if it needs to be taken to the bank for deposit
The Invoice Status will change to Fully Paid or Part Paid. If payment is made by 2 or 3 cheques, you can process these as 2 or 3 separate payments, each for the corresponding amount. 

Once payments have been entered, they will automatically be added to the Payments screen and the Banking screen. On the Banking screen you can tick off payments once they have been deposited in your bank.
 

Contact Us

  • Email Us
  • Call Us @ 1300 CESOFT (1300 237 638)
support@cesoft.com.au
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