Bulk Receipting

When a payment has been received from an account holder, bulk receipting can be performed for all invoices listed under that account holder.

About this task

Pay the unpaid invoices of a account holder from the Receipt section.

Procedure

To perform the Bulk Receipting:
  1. Select Claiming, Banking, and Payments IconClaiming, Banking, and Payments > Receipt from the menu.
    Receipts Tab
  2. In the Receipt window, from the Centre list, select the centre for which you want to do receipting.
    Receipt Window
    Only the centres to which you belong are listed, unless you have the All Centres permission.
  3. Select Receipt type icon > Bulk Receipting.
    Bulk Receipting
  4. In the Search by account holder field, to search for an invoice, enter an account holder.
    Search Account Holder
    Tip: Alternatively, in the Search by ref # field, enter a reference number.
    The invoices list is displayed.
    Invoices List - Bulk Receipting
    1. (Optional) In the From and To date fields, filter the invoices by date. The default is from the earliest to the latest date.
      Filter by Date
    2. To display the list of items in a particular invoice, click Expand iconExpand.
      Expand the List
  5. To add the invoices you want, in the Payment section, click Add to PaymentAdd to Payment.
    Once you have selected Add to PaymentAdd to Payment, it is added to the Payment section.
    Payment Section
    • You can search for another invoice for the same account holder, and add it to the same payment.
    • To remove an invoice or item from the payment, click Remove from payment iconRemove from payment.
    • You can change the amount to be paid against an invoice or item.
      • You cannot set this for an amount greater than that due.
      • If only a part-payment is made, this is displayed in the transaction history as still owing.
    • If the payment received is greater than the amount due, or if an invoice cannot be found for the payment, click Add Unallocated:
      Add Unallocated
      • A new row will be created in the Payment section.
      • In the fields, enter the patient name, account holder, the amount, select a category, add a comment, and the reference number.
      • A record of the unallocated amount will be displayed in the Transaction history. For more information about transaction history, see Transaction History.
  6. In the Payment section, select the type of payment that you received from the account holder:
    Note: For Credit Card, Direct Deposit, and Cheque payment type, bank details must be recorded. Select from:
    • Credit Card - IconCredit Card
    • Direct Deposit - IconDirect Deposit
    • Cheque - IconCheque
    • Cash - IconCash
    • HICAPS - IconHICAPS
    • EFTPOS - IconEFTPOS
    • Credit - IconCredit
  7. In the Pay field, enter the payment amount.
    Pay Field
  8. To pay the amount, click Pay.

Results

The payment is recorded on the Bank tab and in the Transaction History section. For more information, see Banking and Transaction History.