Add payment or refund to the invoice

Add payment or refund to the invoice
After generating the invoice you are now ready to collect the payment from the patient. Open the desired invoice, on the right side of the invoice is the title “Invoice Payments”. This shows a record of the patient’s payments to the invoice. Check the Paid and Remaining amounts displayed. Check the patient deposit under the payment section.
Click on “Add Payment” to add any new payments made to the clinic. A payment box opens up, choose the date, and payment method from the list and write the amount and notes (if any). Finally, click “Confirm payment”.
If the patient has any deposits in their account and wishes to pay using the deposit, simply click the “Use deposit” button found under the patient deposit amount. Enter the payment amount and click to confirm payment. 
For refunding a patient, such as accidentally overcharging the treatment, click on the “Add Refund” in orange found underneath the “Add Payment” button. Select the refund method and the amount and confirm the direct refund. 
Once you make the changes, a record of all the invoice payments and refunds appears with the payment method, amount and date of action. 
Check documentation on https://kb.narbase.com/link/91#bkmrk-...