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 ...

Processing a Tyro Transaction

OverviewTyro Online lets you send a patient's invoice line items to Tyro for processing as a Medicare, DVA, private health insurance, or other funded claim, directly from the payme ...

Master and Secondary Accounts (Family billing)

iconpractice offers the facility to link patients together and share credit payments between them. To do this you set a "Master" account/patient and then link "Secondary" accounts/ ...