Bulk Receipting

When a payment has been received from an account holder, bulk receipting can be performed for all invoices listed under that account holder.

About this task

Pay the unpaid invoices of a account holder from the Receipt section.

Procedure

To perform the Bulk Receipting:

Select Claiming, Banking, and Payments > Receipt from the menu.
In the Receipt window, from the Centre list, select the centre for which you want to do receipting.

Only the centres to which you belong are listed, unless you have the All Centres permission.
Select > Bulk Receipting.
In the Search by account holder field, to search for an invoice, enter an account holder.

Tip: Alternatively, in the Search by ref # field, enter a reference number.

The invoices list is displayed.
1. (Optional) In the From and To date fields, filter the invoices by date. The default is from the earliest to the latest date.
2. To display the list of items in a particular invoice, click Expand.
To add the invoices you want, in the Payment section, click Add to Payment.
Once you have selected Add to Payment, it is added to the Payment section.
- You can search for another invoice for the same account holder, and add it to the same payment.
- To remove an invoice or item from the payment, click Remove from payment.
- You can change the amount to be paid against an invoice or item.
  - You cannot set this for an amount greater than that due.
  - If only a part-payment is made, this is displayed in the transaction history as still owing.
- If the payment received is greater than the amount due, or if an invoice cannot be found for the payment, click Add Unallocated:
  - A new row will be created in the Payment section.
  - In the fields, enter the patient name, account holder, the amount, select a category, add a comment, and the reference number.
  - A record of the unallocated amount will be displayed in the Transaction history. For more information about transaction history, see Transaction History.
In the Payment section, select the type of payment that you received from the account holder:
Note: For Credit Card, Direct Deposit, and Cheque payment type, bank details must be recorded. Select from:
- Credit Card
- Direct Deposit
- Cheque
- Cash
- HICAPS
- EFTPOS
- Credit
In the Pay field, enter the payment amount.
To pay the amount, click Pay.