Accept a Pre-Payment for a Client

To accept a pre-payment for a visit that hasn’t yet been completed, complete the following steps

• 1

  Navigate to the Client detail page and click the Receive Payment button

  
• 2

  On the Create Payment Page, enter the details of the payment and click Save

  
• 3

  The Client detail page will appear

  The Amount Outstanding may not update immediately, but a simple refresh will display the correct amount. On the Payment related list is the payment, click on that payment to then apply it to a visit