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SaaS Web - Receipting Guide
Sections in this Receipting Guide.
If a private billing invoice is not paid for when billed, or if it has not been fully paid or an EFTPOS payment or a HealthPoint claim has been cancelled - the Invoice Status will be OPEN. The Receipting module can than subsequently be used the make the payment(s) (Cash/Cheque/EFTPOS).
Note that for Cheques covering a number of Invoices - the Back-End Receipting module must be used to disburse payments.
From the Home Page - select Receipting from the Quick Links list
A list of all OPEN Invoices is displayed.
This list shows the most recent at the top. You can scroll down (if you have a large number of Open Invoices - or Search on any column.
Click on any row of the Open Invoice table on the lefthand side - and the relevant account, receipt, and payment details are shown on the right hand side.
In this example - The invoice is for $160. A HealthPoint claim for $160 was made - but it was subsequently cancelled (minus $160). The Invoice is OPEN (unpaid) - and the Balance Due is $160.
Add Payment
If there is a Balance Due for the selected Invoice - click Add Payment.
Change the Payment Type if required. Change the Amount if the entire Balance Due is not being paid at this time.
If the Payment Type is EFTPOS - the Tyro EFTPOS transaction prompts will be displayed.
Follow the screen prompts to process the payment.
When completed - the Tyro EFTPOS screen will display the transaction details.
If successful - the screen will display APPROVED
With Integrated Receipts checked - you have the option of printing the Customer Receipt
Click [Close and Continue] on the Tyro EFTPOS display.
You will then be returned to the Payments and Receipts page.
You have the option here of printing the Invoice Receipt - or click [Continue] to complete this transaction and return to the Receipting page.
If the balance of the Invoice has now been fully paid - the Invoice Status will change to PAID - and the new Receipt and Payment details will be displayed.
In the case of a Tyro EFTPOS transaction - the transaction details can be verified by viewing the Tyro Transaction Log
Payments and Receipts
To continue - click [Add or Process this Payment]
The Payments and Receipts page is displayed. The default Payment Type is EFTPOS - and the Payment Amount is defaulted to the Balance Due.