Taking Payments (Menu or Workspace bar)

To take Payments

• Select Transactions > Take Payments

  or

• Select the Take Payments option on the Workspace bar (you can add it to the workspace bar by right-clicking the bar, selecting "Customise" and moving the Take Payments option from the left pane to the right pane).

  

See also: Many ways to open the Patient Payments window

Whichever method you use, a Patient Payments window will appear:

NOTE:
Your Patient Payments window may have different fields to the above image, depending what available options your practice has activated.
Configure the options and fields via the spanner button in the toolbar at the top of the Patient Payments window.

See also: Options in the Patient Payments Window for details of the various options and fields.