CoCharts

Article 2 of 2

How to record a payment and find a receipt

Record a received payment against the invoice it belongs to.

  1. Open the invoice

    Select the invoice in Billing and check the patient and outstanding balance.

  2. Record the payment

    Choose Record payment, enter the details, and review the amount before saving. Recording payment is separate from collecting an online card payment.

  3. Open the payment receipt

    Select the payment from the invoice history or Payments. Each receipt belongs to one payment.