Paying Multiple Invoices

Pay off multiple invoices at once to save time. There are three easy methods to accomplish this.

Method One: From the Billing Activity Page

1. Click on Billing (top left navigation).
2. Click Transactions.
3. Click on the Add Payment button (top right).
4. Uncheck the invoices you do not want to pay.
5. Click Next: Payment Method.
6. Click Add Payment Method.
7. Choose the Payment Method.
8. Click Pay.

Method Two: From the Patient Client Profile Page

1. Click on the Patient's name.
2. Click on the Billing tab.
3. Click on the Add Payment button (top right).
4. Uncheck the invoices you do not want to pay.
5. Click Next: Payment Method.
6. Click Add Payment Method.
7. Choose the Payment Method.
8. Click Pay.

Method Three: From the Add New in the Header

1. Hover over the "+" icon in the header.
2. Click Payment.
3. Uncheck the invoices you do not want to pay.
4. Click Next: Payment Method.
5. Click Add Payment Method.
6. Choose the Payment Method.
7. Click Pay.

Important Note: While these methods allow handling multiple patients and invoices simultaneously, only one payment method can be selected for all invoices. Additionally, the system has a limitation that prevents paying multiple invoices in a single transaction when using Square or Shift4 (formerly Worldline/Bambora). To work around this, process a payment to the Patient’s account as a credit first and then use that credit to pay multiple invoices.