There are five ways you can balance an invoice.
You can accept payment through:
Tyro which includes EFTPOS, Health Claims, and Medicare payments
Or you can Apply a Discount.
The following will explain each payment type.
Cash
A cash payment that is handed to you directly.
Manual
Manual payments can be anything that isn't a credit card or cash payment such as: direct debit, zip pay, cheques, vouchers or any other way you've received payment.
From: Patient's Name
To: The Practice
Status
Pending - waiting for funds to arrive
Complete - you have the funds
Type
Incoming - money coming to the practice
Outgoing - money leaving the practice
Transaction Type: the facility the money is coming from ie Zip Pay, Direct Debit, Cheques etc. Click here to learn how to set up Transaction Types
Description: An optional description of the manual payment
Tyro
Tyro is connected to the card terminal. You'll need to configure Tyro to your Principle account before usage. Use Tyro to process payments that are:
EFTPOS (credit/debit card)
Input the correct dollar amount, click submit. Swipe/tap the card, follow the terminal prompts.
Health Fund Claim
Type in the patient's member number (The two digits next to their name on the card) and click submit.
Note the Health Fund Card should be connected to their profile first. Click here to learn more.
Medicare (Bulk Bill)
If patient does not have their Medicare card attached to their profile, fill in their details and click next. Tick the treatments that are to be bulked billed. Click submit.
Medicare (Fully or Part Paid)
Type in the membership number and card number, and click submit.
A patient may have paid for treatment in instalments or have had credits applied to their account. You can use this credit towards an invoice.
Click on Account Credit
The available amount will show under the account line
Enter the amount you'd like to debit from the account credit
Click Submit
To learn how to add Account Credits to a patient's account click here.
Applying a discount
You can apply a discount for any amount toward the invoice.
Type in the amount and click submit.