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
1
Navigate to Payments
Go to Billing → Payments
2
Review payments table
Each row shows amount (in green), patient, payment method, medium, and date
3
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.1
Click One Time Payment
Button in header area
2
Fill details
Select patient, enter amount, choose payment medium
3
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
1
Open actions menu
Click the three dots (⋮) on payment row
2
Select Refund Payment
Refund modal opens
3
Configure refund
Full or partial amount with reason
4
Process
Funds returned, payment shows “Refunded” badge
View/Send Receipt
1
Open actions menu
Select Receipt Details
2
View receipt
See amount, date, method, and items paid
3
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.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 |