You can watch this video to learn how to accept an advance payment. If you’d rather read about it, just scroll down. This is how you use an Advance to settle an invoice: In the Billings tab, click on the Payments option and click on Add Payments. If you haven’t already selected a patient, you […]
Category: Billing
Making a Refund
You can see how to make a refund against an Invoice and against and Advance here. Refunds Against an Advance: You can see how to refund an Advance from this video. We’ve also included written instructions below that. If you want to Refund Looked into. Lot than how to tell if someone is spying on […]
Automatic ID Generation for Patients and Invoices
Auto ID Generation: You can automatically generate identification numbers for new patients and new bills that are added to your Practo Ray account. This function is enabled by default when you create your account. In order to view this function, click on the Settings icon on the top-right corner. You will see a drop down menu, […]
Cancel an invoice
Cancellation of an invoice can vary depending on whether your patient has already made a payment against the invoice or not. Scenario 1: If your patient has already made a payment Step 1: You can search for your patient for whom you want to cancel the invoice, using the search option. To learn how to […]
Adding a new mode of payment
Step 1: Click on the Settings icon on the top-right corner. You will see a drop down menu, click on ‘Settings’ here. Step 2: From the list at the left side of the settings page, click on ‘Billing’. Step 4: To add a new mode of payment, click on the tab that says […]
Sending an Amount Due Reminder by Email and SMS
To choose the patient profile, on the menu bar you will find a ‘Contacts’ section. Click on it. Now click on the name of the patient you wish to send an amount due email to. On patient profile page, at the top right corner click on the ‘View Billing’ tab. Click on the button that says ‘Send […]
Finding the list of patients with due amounts
Step 1 of 2: On the menu bar you will find the ‘Reports’ section. Click on it. Step 2 of 2: To get the entire list of patients with due amounts to be paid, select the report category as ‘Amount Due’. You can now view the entire list of patients with due amounts.