Post a Payment

When using Manual Remittance, once payment has been received for a billed invoice, it must be added to the invoice and distributed to the appropriate visits.

  1. Go to Main Menu > Billing > Invoices and open the invoice.

    Go to Main Menu > Billing > Invoices and open the invoice.

  2. Click the green plus icon on the Payments & Credits tab.

    Click the green plus icon on the Payments & Credits tab.

  3. Enter all applicable information.

  4. Apply your payment (Choose A or B):

    1. Click Auto Post Remainder to distribute the Amount posted to Invoice Items, in date order, until the Amount that was entered is exhausted.

    2. Enter the amount that will be applied to each Invoice Item manually, using the Posted field column.

      Click Auto Post Remainder to distribute the Amount posted to Invoice Items, in date order, until the Amount that was entered is exhausted, OR Enter the amount that will be applied to each Invoice Item manually, using the Posted field column. Click Post.

  5. Click Post.

  6. Click Save to confirm this payment.

    The applied Payment Line appears on the Invoice Detail screen with the Remaining balance amount adjusted.

    Click Save to confirm this payment. The applied Payment Line appears on the Invoice Detail screen with the Remaining balance amount adjusted.