Recording Payments

The Payments page

The Payments page (/payments) lists every payment recorded at your clinic. From here you can search for a specific payment, filter the list, or open a payment to see its details.

What you'll learn

How to record a payment against an invoice
What payment methods are available when recording a payment
How to view a payment's details
How to search and filter the payment list

The Payments list page showing the search bar, filter controls, and a table of payments with date, patient, method, and amount columns.

Use the search bar to find a payment by patient name or reference.
Apply filters to narrow the list, for example by date range, location, or payment method.
Click any row to open the Payment Detail Modal for that payment.

Recording a payment

Payments are recorded against an invoice using the Payment Drawer (or Payment Sheet, depending on where you start the flow). You can open it from an invoice, or from the Payments page.

Open the payment form

From an invoice, click <strong>Record Payment</strong> to open the Payment Drawer with that invoice pre-selected. Alternatively, start a new payment from the Payments page.

Confirm the invoice

Check that the correct invoice and outstanding balance are shown.

Enter the amount

Enter the amount being paid. This can be the full outstanding balance or a partial payment.

Choose the payment method

Select the method used, from the list of payment methods configured in Payment Types settings (for example Cash, Card, or Bank Transfer).

Save the payment

Click <strong>Save</strong> to record the payment. The invoice's outstanding balance updates, and the payment appears in the Payments list.

The Payment Drawer with the linked invoice, amount field, and payment method dropdown.

Payment Types (Settings)

Manage the list of payment methods staff can choose when recording a payment.

Viewing payment details

Click a payment in the list to open the Payment Detail Modal, which shows the full record of that payment: amount, method, date, the invoice it was applied to, and who recorded it.

The Payment Detail Modal showing amount, method, date, linked invoice, and the staff member who recorded the payment.