How to void or adjust a credit payment

This guide explains how to void a payment for a patient. You may want to void a payment if it was entered incorrectly or created accidentally.These steps work for credit payments and credit refunds only, if you want to do a similar thing for invoice payments, follow ‘How to void or adjust an invoice payment’.

Financial reports

Financial reports is where you can access and download various reports for your financial activity.

How to make a pre-payment

This guide explains how to make a pre-payment. This is essentially making a payment into a patient’s account. This will become part of their account credit, which can be used when making future payments.

How to create an invoice

This guide explains how to create an invoice. This feature allows you to charge out costs directly.

How to link an invoice to Xero

This guide explains how to link an invoice to Xero.