CoCharts

Article 2 of 3

How to record a payment and open its receipt

Record money received against the correct clinic invoice.

  1. Find the invoice

    Open Billing → Invoices and select the invoice. Confirm the patient and outstanding amount.

  2. Record payment

    Choose Record payment, enter the payment details, and check the amount before saving. This records money received; it is separate from online card collection.

  3. Open the receipt

    Open the saved payment from the invoice history or Payments. Receipts belong to individual payments, so choose the payment you need.