1. Go to the appointment slot for the patient and click on Record Visit.
2. Once the visit is created, click on Billing to generate an invoice for that visit.
3. If the visit has already been recorded earlier, then go Patients. Search the Patient. For that Patient, click on Billing.
4. In the Generate Invoice section, select a visit that is yet to be invoiced from a list on the right hand side.
5. Fill the relevant details in the form. Click on Save and Accept Payment to accept payment.
6. You can accept payment by cash, cheque or by card and record the basic details.
7. A receipt will get generated and you can print or mail the same to the patient.

Yes, you can. For the particular patient:

1. Go to Billing
2. Go to Process Payment.
3. Click on Collect Advance.
4. Enter the amount of advance you want to take
5. Enter the mode of payment
6. Click on Save
7. The advance amount will get captured in the system and this can be adjusted against any invoice that you create for that patient later.

Yes, you can. For the particular patient:

1. Go to Billing
2. Go to Process Payment
3. Click on Pay Refund. There are 2 options, Refund Against invoice and Refund Advance.
4. Click on Refund Advance.
5. Enter the amount you want to refund.
6. Click on Save.

Yes, you can. For the particular patient:

1. Go to Billing
2. Go to Process Payment
3. Click on Pay Refund. There are 2 options, Refund Against invoice and Refund Advance.
4. Click on Refund Against invoice
5. Select the Invoice you want to refund
6. Enter the amount you want to refund
7. Click on Save

1. Search and select the Patient
2. Go to Billing
3. Click on Ledger to see all the transactions specific to the patient