How to receive a payment

Payments can be received in HealthTrack to pay for outstanding invoices in the system. The Receive Payment screen can be opened via one of the following methods:

Selecting Save & Pay on an invoice (when creating the invoice).
Go to Accounts > Transaction Listing, select the invoice and the Payment button.
Go to Accounts > Receive Payment.
Go to Accounts > Transaction Listing and select the Receive Payment button.

Selecting Save & Pay in the invoice or the Payment button in the Transaction Listing screen is recommended as it will automatically allocate the payment to the invoice. If an alternate method is used, the payment will need to be manually allocated. For more information, review our How to allocate a payment article.

Receiving a Payment

After using one of the above methods, the 'Receive Payment' screen will open.

In the 'Add Payment Item' section, select the appropriate payment item/s (Cash/Cheque/Credit Card/EFTPOS/HICAPS/Direct Deposit).

If needed, any payment items can be deleted via the Delete Selected or Delete All buttons.

Select the payment date and location accordingly.
Add any relevant notes in the Payment Memo section.
Select Receive Payment.

A Payment Receipt will print automatically (unless the Print Now check-box is not ticked). To cancel without receiving any amount, select the Close Without Receiving button.