Transactions/Payments/Credits

Transactions/Payments/Credits Video Overview

This video provides a walkthrough of entering Transactions (invoices), Payment for outstanding invoices and Account Credit.

Transactions - Creating an Invoice

Within the system, you create an Invoice by entering a Transaction. This may be done from the Diary or from the patient's Account screen. To enter a Transaction from the Diary, cl ...

Payment of Outstanding Invoices

To process payments for outstanding invoices: Click the "Pay Account" button from the Appointment details lightbox or Enter payment from the Account screen ...

Adding Account Credit

To add credit to a patient's account: Click the "Credit" option from the patient record This lightbox will open: Select the appropriate tax code f ...

Gift Vouchers

If you sell gift vouchers for people to use at a later date, you may want to know how to enter them in iconpractice. We'd suggest one of two ways: If you know which patient who ...