Customer Payments

This option allows you to manage the customer payments.

You can access Customer Payments from the Billing tab of the Ribbon.

Adding a New Payment

1. Click the New button on the toolbar.

2. Enter information in the text boxes. Use the Tab key to move to the next text box.

3. Click the Save and Close button to save the record.

Editing a Payment

1. Select a payment in the viewer and click the Edit button on the toolbar. The Payment editor opens.

2. Modify the payment details and click the Save and Close button to update the modifications.

Deleting a Payment

1. Select a payment in the viewer and click the Delete button on the toolbar.

2. Click the Yes button to confirm. The selected payment is deleted.

Removing a payment removes all the records linked to that payment.

Using the Payment Editor

The Payment editor is used to create a new payment or edit an existing payment.

1. By default, the order Date is the current date. You can change the date, if required.

2. The No: is a unique number indicating the payment number.

3. Choose the Currency. Click here to read about managing currencies.

4. When you choose the curreny, the Exchange Rate is displayed. Click here to read about managing exchange rates..

5. Select the Customer. Click to add a new customer. Click here to read about adding customers.

6. Specify the Amount.

7. Choose the Location. Click to add a new location. Click here to read about adding locations.

8. Specify the Method of payment.

9. Click Save and Close to save the order.

The list of due payments are listed.

Related Articles

Adding Customers

Using Patient Manager