Payments The Payments page displays all payment transactions with filtering, sorting, and management capabilities. View payment details, process refunds, send receipts, move payments between patients, and create one-time payments.
View Payments
Navigate to Payments
Go to Billing → Payments
Review payments table
Each row shows amount (in green), patient, payment method, medium, and date
Filter payments
Use date range, status, payment medium, patient, or merchant account filters
Create One-Time Payment Record a payment not tied to a specific charge.
Click One Time Payment
Button in header area
Fill details
Select patient, enter amount, choose payment medium
Submit
Payment recorded and appears in table
View Payment Timeline Click the expand arrow (▼) on a payment row to see:
Payment creation details
Related charge information
Refund history (if any)
Payment Actions Refund Payment
Open actions menu
Click the three dots (⋮) on payment row
Select Refund Payment
Refund modal opens
Configure refund
Full or partial amount with reason
Process
Funds returned, payment shows “Refunded” badge
View/Send Receipt
Open actions menu
Select Receipt Details
View receipt
See amount, date, method, and items paid
Send receipt
Enter email or phone, click Send
Move Payment
Move to Another Patient Transfer payment to a different patient. Search and select destination patient.
Move to Location Change payment’s location assignment. Select new location from list.
Generate Detailed Receipt For payments with linked charges, select Generate Detailed Receipt to open a comprehensive printable receipt in a new tab.
Payment Status Badges Badge Meaning Succeeded Payment completed successfully Processing Payment in progress Refunded Payment has been refunded Refund Failed Refund attempt failed Payment Plan Part of scheduled payments
Payment Methods Method Description Card Credit/debit card Cash Cash payment Check Check payment POS Terminal In-person terminal Patient Credit Applied credit balance Insurance Insurance payment
Export Payments Click Export Payments to download filtered payment data as CSV or Excel.
Click View Deposits in the header to navigate to deposit/credit transactions.
Troubleshooting Issue Solution Payment not showing Check date range filters Can’t refund Check if already refunded Move failed Verify permissions Export empty Adjust filters
