Billing to Debt Management (Web App)

• Click on the Show All Invoices button.

• All the Invoices will be displayed on the screen.

• Click on the Show Settled Invoices button.

• All Invoices that have been adjusted to zero will be displayed.

• Click on the Show/Hide Lines button.

• Click the Show/Hide Lines button to display the item lines for each Invoice.

• Click the Show/Hide Lines button again to hide the item lines for each Invoice.

• A detailed explanation will be provided for each button and field located within the Receipt Information section, to ensure you clearly understand their purpose and functionality.

• Click on the Date field to open the Date Picker, to select the desired date from the calendar.

💡Please note: The date field is used to indicate the exact date on which a particular Receipt was captured, ensuring accurate record-keeping in the Practice.

• Click on the Cash Ledger drop-down menu and select the desired option.

💡Please Note: The Cash Ledger options available are determined by the specific ledgers that has been set up for the Practice.

• Click on the Payment Type drop-down menu and select the desired option.

• Click on the Comments text field.
  

💡Please Note: You can add any additional notes regarding the Receipt or Payment.

• The Reference Number field is used when a Payment has been given a specific number in order to reference you back to the Receipt.

• The Total field will display the full amount that is still outstanding on the selected Invoice, allowing you to easily track what is owed.

💡Please Note: If a Patient would like to make a Payment towards the outstanding amount, the preferred amount can be manually entered into the Total field.

• The Unallocated field will display the amount that still needs to be assigned to an Invoice.

• Click the Allocate to Patient Amount button to apply a Patient's Payment towards the outstanding Invoice.

• Click the Allocate to Medical Aid Amount button to apply a medical aid Payment to the outstanding Invoice.

• Click on the Clear Amounts button to reallocate amounts and remove current allocations.

• Click on the Shift Selected Invoice Amounts button.

• The Invoice Shift screen will open.

• Click on the Shift Entire Amount to Medical Aid button to refund amounts outstanding from the Patient to the Medical Aid.

• Click on the Shift Entire Amount to Patient button to refund amounts outstanding from the Medical Aid to the Patient.

• Click on the Reason field to enter a brief explanation for the Payment or allocation. This helps keep financial records clear and transparent.

• Click on the Close button if you do not want to save changes.

• An attention pop-up will appear warning about unsaved changes.

• Click on the Cancel button to return to the screen and keep your edits.

• Click on the OK button to exit and discard all unsaved changes.

• Click on Post to apply and save the changes made.

• Click the Up Arrow next to the Post button.

• Select Post and Print to save changes and print the Receipt simultaneously.

• For more information on how to print Receipts, please refer to the user manual: Download and Print Receipt.