Receipting Directly from an Invoice

After you have finished adding items to an invoice, you have the choice of printing the invoice, storing, deferring, or receipting it.

The Payments field will already be highlighted as shown.

If the patient is paying immediately simply start typing in the amount that they are paying in this field.

Note: There is no need to click the cursor in this field as it is already highlighted. You also don't need to enter zero cent amounts i.e. if the patient is paying $72, just type "72". You don't need to type "72.00".

Click the Receipt button.

The Receipt window will open as shown.

Genie will default to the receipt type based on whatever is selected in the Practice Preferences (File > Practice Preferences > Miscellaneous). The amount which is being paid will already be applied against the invoiced item.

If the patient is paying by the default receipt type then you just have to click the Print button again to print the Invoice/Receipt.

If the patient is paying by some other means e.g. cheque, then click on the appropriate radio button e.g. a personal chq.

The payment has now been moved to the Personal Chq field. Fill in the Cheque details. You don't have to enter the cheque number, however it will appear on your Bank Deposit slip if you do.

You can also split the payment e.g. if the patient pays part in cash and part via EFTPOS. In this case just type the relevant amount into each field.

Note: In this case you cannot click on the Radio buttons because these move the entire payment amount.

Now click the Print button to print the Invoice/Receipt.

Note: If you click the Cancel button at this stage, only the Receipt is cancelled. The Invoice has already been saved.

Troubleshooting

If the Print button is disabled there are two possible causes.

The first is that you haven ’t assigned a Bank code to the receipt, in the top left corner of this window. Bank Accounts are created in the Bank Accounts table accessed via the Open>Bank Accounts menu. They can then be assigned as the default account for individual doctors in their User Preferences (see User Preferences).

The second is that there is still money to be allocated as indicated in green near the Auto-Fill button.