Invoicing a Payment Plan Instalment

To invoice a Payment Plan Instalment

1. In the Pay Plans tab, select the Payment Plan and a Pending Instalment (by default the top instalment is selected):

   

2. Select the Invoice Instalment button to open the Invoice Instalment window:

   

3. Either retain or edit the Text for Invoice.
4. Edit the Allocations if necessary.
5. Select OK.

   A Print Instalment window appears:

   

6. Print, Preview or Email the Instalment as normal.

   Back in the Pay Plans tab you will see that the Instalments area has been updated, and the Invoiced Instalment now shows an "Invoiced" label:

   

   ... and the particulars of the Instalment display in the Patient Transactions window: