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Record a payment

Record cash or a transfer a patient has paid against their invoice.

Where
Practice portal
Who can do this
Administrator, Billing, Doctor, Midwife, Nurse, Reception and Staff

When a patient pays at the desk, record the payment against their invoice. Your name goes on it.

Steps

  1. Choose Billing on the left and open the patient's invoice.
  2. Under Record a payment, choose How it was paid: Cash or Transfer.
  3. Type the Amount in naira. It can be part of what is owed.
  4. Type the teller's Reference if there is one.
  5. Tick I counted this cash. For a transfer, the tick confirms you saw the money arrive.
Record a payment: 5000 naira in cash typed in, at most 8,000 naira still outstanding, and I counted this cash ticked.
Record a payment: 5000 naira in cash typed in, at most 8,000 naira still outstanding, and I counted this cash ticked. Demonstration using fictional patient records.
  1. Choose Record this payment.

What to expect

The payment is listed under Payments with its receipt number and who counted it, and Outstanding goes down by the amount.

The invoice's payments with the new cash payment of 5,000 naira, its receipt number and David Eze counted it.
The invoice's payments with the new cash payment of 5,000 naira, its receipt number and David Eze counted it. Demonstration using fictional patient records.

Print receipt beside the payment prints a receipt for the patient.

Still stuck? Email support@riz.care and say which screen you are on.