Take a payment

You can receive payments through Invoices Awaiting Payment on the Collect Payments tab when you want to review your practice’s closed invoices that are awaiting payment.

The default view of the Invoices Awaiting Payments is all invoices closed “today” that still need to be paid.

Payments can be received either with a Neo Payments integration or manually.

If you have a Neo Payment integration and send online payment requests to collect payment from your clients, see Send and manage online payment links to learn how.

Watch a video to learn more about Neo Payments:

 

Take a payment – Neo Payments

Click Collect Payments.

  1. On the Invoices Awaiting Payments tab, the default view is all invoices that were closed “today” and are awaiting payment. Review or edit the date range, as needed.
  2. Locate the client invoice you want to pay and click Collect Payment on the row to view all the client’s unpaid invoices.
  3. On the Outstanding Invoices page, select the checkbox next to each invoice the client is paying.
    Tip: Select the checkbox next to the Invoice No. column header to select all the invoices.
  4. Click Pay. The button shows the total amount owed for the selected invoices.
  5. Review and update, as needed, the information in the Collect Payment
    • Method – payment type. For example, Neo Payments.
      IMPORTANT: Neo Payments is your default payment method. Only change it when you need to:
      • Enter a cash, check, or other form of manual payment.
      • Reenter any deleted payment. For example, after correcting a previously paid invoice.
    • Terminal – the terminal the credit card will be read on.
      Note: The terminal will default to the last terminal the logged in user selected in the browser.
    • Manual Card Entry – select the checkbox only when you need to manually enter the card information at the terminal because the card is not available to insert or swipe..
    • Amount – the payment amount received.
      Note: Neo Payments currently does not accept overpayments. If the client wants to pay more and leave a credit on the account, either select a manual payment method; or take a prepayment for the desired amount.
    • Reference – additional reference data.
  6. Click Pay.
  7. In the message that appears at the top right of the window, click to print the invoice. 

Take a payment – Manual Entry

  1. Click Collect Payments.
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  2. On the Invoices Awaiting Payments tab, the default view is all invoices that were closed “today” and are awaiting payment. Review or edit the date range, as needed.
  3. Locate the client invoice you want to pay and click Collect Payment on the row to view all the client’s unpaid invoices.
  4. On the Outstanding Invoices page, select the checkbox next to each invoice the client is paying.
    Tip: Select the checkbox next to the Invoice No. column header to select all the invoices.
  5. Click Pay. The button shows the total amount owed for the selected invoices.
    mceclip1.png
  6. Review and update, as needed, the information in the Collect Payment window,
    • Method – payment type. For example, Cash, Check, Mastercard/Visa, etc.
    • Date – the date the payment was received.
    • Amount – the payment amount received.
    • Change  when the amount received is an overpayment (amount received is greater than the amount owed), the amount to return to the client is automatically calculated for you. This amount cannot be edited. 
    • Credit Account  to leave an overpayment on the client account, select the Credit Account checkbox.  
      Note: When you select Credit Account, the amount in the Change box will be transferred to the credit amount. This amount cannot be edited.  
    • Reference – For example, the check # or cc authorization #.
  7. Click Pay.
  8. In the message that appears at the top right of the window, click to print the invoice.
    Note: You can change a payment method, if needed. See Edit a payment method for more information.

Note: When a credit is left on a client account, the credit can be viewed on the client’s Financial Activity tab and Outstanding Invoices page. The credit can be applied to other invoices, as needed.