Collecting Multiple Invoices For One Patient – Archy Preprod

In this article, you will learn how to collect multiple invoices for one patient.

Go to the Patient's Billing.

Click Collect Payment.

You have a few options when you select Collect Payment.

Invoice: Create any invoices for appointments that are not invoiced.
Skip & Collect: This will take you to the collection page without creating any new invoices.

Click Skip & Collect.

You can use the drop-down arrow to open any outstanding invoice.

Click the X to the right of the invoice to remove it from the list of invoices you will be collecting.

The total for all the invoices will be at the bottom.

Complete the payment details.

Select the payment method and fill out all required fields.
Select the Amount Type.
1. Full - The patient is paying in full.
2. Partial - The patient is making a partial payment.
  - If the patient is making a partial payment, enter the amount in the box to the right
Enter and Internal Notes.

Verify the payment details are correct and click Record Payment.

You can print the receipt for the patient and click Done.

When an appointment has a credit balance it will apply that credit to other invoices when you collect on multiple invoices.

On the receipt, it will also show if a credit was applied to any invoices.