Marking an Invoice as Paid with Insurance

You may want to separate the insurance and patient payments. You must partially pay the invoice if you only apply for the Patient portion. You can also create customer payment methods for insurance payments. For example, you may use one generic payment method labelled "Insurance," or you may want to add all the insurers as payment methods (for instance, Blue Cross).

Partially Pay an Invoice

1. Click on the Invoice.
2. Click Pay.
3. In the Pay INV-... Amount box, enter the amount of the payment.
4. Click Add Payment Method.
5. Select the Payment Method.
6. Click Pay.

Adding Payment Methods

Adding a new payment method is crucial in ensuring smooth transactions with your Patients. Here's how:

1. Log in as the Admin.
2. Click on the Gear icon (top right header).
3. Select Billing from the menu that appears.
4. Scroll to the Payment Methods section.
5. Click on Add New.
6. Enter the name of the payment method.
7. Additionally, choose to enable or disable the Payment Method.
8. Click Save to add the payment method.