Take a payment from an invoice

Taking a payment

Open the invoice and choose Go to payment. You'll see the amount still outstanding at the top, out of the invoice's total.

The payment screen showing the amount outstanding.

Choose how they're paying

Enter the amount against the payment method the patient is using — cash, card, or whichever payment type your clinic has set up. If they're splitting the payment across more than one method, enter an amount for each and ClinyPal totals it for you.

Entering a payment amount against a payment method, with a second method added for a split payment.

Apply account credit

If the patient has credit on their account, it's offered at the top of the payment screen. Enter how much of it to apply, and it comes off the amount they still need to pay in cash or card.

Where credit comes from Patients build up account credit from prepayments or from a payment that was more than an invoice required. You don't have to create credit separately — it's ready to use here as soon as it exists.

Save the payment

Add a note if it's useful — a receipt number, for example — then choose Save invoice. The invoice moves to Paid or Partially paid depending on how much was covered, and the payment appears in the invoice's payment history from then on.

The invoice's payment history after a payment is saved.

If they pay more than they owe

If the amount tendered is more than the invoice needs, the difference isn't lost — it's automatically kept as account credit on the patient's record, ready to apply to their next invoice.

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