Accept Invoice Payments & Co-Payments (My Clients Plus 3.0)

  Permissions: You must have Billing Permissions.

Client Balance Due is listed on the Agenda, as well as in the Client's Ledger.

Payments can be accepted at any time from a Client, even if Client does not have any outstanding Invoices. In such cases, any payments accepted will show as a credit/open payment on the Client's Ledger. Same goes for any overpayments.

If your Client has Insurance entered on their Bill To & Insurance Info tab, then Insurance will be the default responsibility when accepting a payment, unless your Client has a set payment amount entered OR a co-pay.

NOTE: Client payments can only be made via debit or credit card at this time.

Jump to Section [From Agenda] [From Ledger]
 

From the Schedule

1. Click Add Invoice for appropriate Client Appointment on the Agenda.
2. Click Apply Payment button.
3. In the Invoice line enter full payment amount defaults.
4. IF payment amount is different than full amount, enter that in.
5. In Payment Info, enter Payment Details:
   
   • Total Payment Amount defaults what you entered below.
   • Payment Method
   • Payment Date
   • Payment Notes (optional)
6. Click Save button.
   

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From the Ledger 

1. Locate Client.
2. Click Ledger under Actions. 
3. Click Accept Payment button.
4. Ensure that Client Payment is selected.
5. Scroll to appropriate Invoice and enter payment amount inline.
6. Select if this is a Co-Pay.
7. Scroll to top and enter additional Payment Details: Payment Method, Date, and Notes if needed.
8. Click Save button.
   

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