This guide shows you how to partially pay an invoice. The remaining outstanding amount will stay on the patient’s account.
Pro-Tip💡: Did you know that you can use the Sales Report over in the Reports tab to find a list of all the invoices that have been partially paid? This report has an Invoice State filter that can be narrowed down to just ones that are Partially Paid.
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If you’d like to charge the patient only a portion of the invoice with no remaining balance, see our guide on manually overriding an invoice.
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If you’d like to pay off an invoice in portions using multiple payment methods, see our guide on using multiple payment methods
Where to Enter the Partial Payment
The trick to collecting a partial payment is on the first screen of the payment workflow, where you can decide whether you want to pay the full outstanding amount or collect a partial payment.
In the screenshot below, you’ll see that the patient owes $54. We want to take a partial payment of $30, so we’ll enter that amount into the field to the right of the invoice.
Notice the message at the bottom of the screen confirming that we’re partially paying off the patient’s balance.
Now, you can continue to the next screen and finish the transaction.
I’m seeing an error. What now?
If you don’t edit the amount you are receiving for the invoice on the first Receive Payment screen, you’ll receive an error on the second payment screen that reads, “Add X amount more to cover the amount owing, or go back to reduce the amount you are collecting for these invoices”.
If this happens, click the Back button in the upper-left corner and edit the amount you are receiving for the invoice.
Patient Statement
So in this scenario, Gabe has a $54 invoice and paid $30, leaving $24 remaining for him to pay the next time he’s in. Here’s what this statement would look like. To learn how to create statements, you can take a look at our guide on Patient Statements.
Partially Paying an Insurer Invoice
If you’re partially paying an insurer invoice or using the old billing screen, underneath the area where you select the payment method and date is a list of outstanding invoices. Edit the Amount to Apply field to set how much of that invoice you need to pay off, and proceed to apply payment.