Billing to Debt Management (Desktop App)

• Click on Receipt from the Menu bar.

• Click on Patient Receipts.
  

• Select the applicable Cashbook.

• Click on OK or press F2.
  

Item level

• Part 1 (Header)
  
• Enter the Information in the Header (Part 1) of the Receipt.

• Use the Tab key to navigate through the screen.
• Enter the Amount.
• Press Tab to go to the following screen.

• NOTE: that the Level (F4) defaults on the item radio button.

• Part 2 (Debtor)
  
• Enter the Debtor number or Tab to search through the Debtor list.
• Press Tab.
• Enter the Amount.
• Press Tab.

• NOTE: that the Level (F4) radio button defaults on the Item radio button.
  

• Part 3 (Detail)
  
• A list of the outstanding Invoices, displaying the items for each Invoice is reflected.
• Select the correct Invoices (items) to be Paid.

• Allocate the Payment by:
  
• Entering the amount in the Received column against the correct Invoice (item).
• Pressing F7 or clicking on the Automark Patient (F7) button.

• Press Tab
  
• The Invoice (item) line will turn blue.
• Repeat the process until all the amounts have been captured and the Balance = R0.00.
• Click on Done (F2), Done (F2) again, Continue (F2), Exit and Post (F2).  Alternatively, press (F2) a few times until the receipt screen disappear.

• A Payment can also be captured by clicking on the Detail (F8) button or pressing F2.

• Capture the Payment with a negative (-) amount in the Receipts column.

• Discounts, Write-offs and Other Journals can also be captured on this screen;
  
• A negative amount on this screen will make the account less.

• The dark blue Columns are read-only.
  
• M = Medical Aid (Blue).
• P = Patient (Grey).

• To Allocate = the amount that still needs to be allocated.

• Balance = the amount that has been allocated already.

• In the example below, the amount received from the patient reflects in the Receipts column and the discount in the Discount column.

• The Balance column to the right of each item is the balance after the amount received has been allocated.
  

• Click on OK (F2).
  
• Click on Done (F2).
  
• Click on Done (F2) (again).
  
• Click on Continue (F2).
  
• Click on Exit.
  
• Click on Post (F2).
  
• Alternatively, Press (F2) a few times until the Receipt screen disappear.