• To proceed to payment, do the following:
  • Click on Close Invoice if there's no payment needed from patient
  • Else, fill in the Discount Price (if any)
  • Tax is predefined in Master Data
  • Input any remarks (if any) under Memo/Remarks
  • Next, click Task  and select Add Payment
  • or right-click on the Invoice editor and select Add Payment
  • or Press Hotkey F8

How to add payment?

• To access Payment, do one of the following:
  • On the Patient Queue, click Payment
  • Click Task  , Select Add Payment
  • Right-click Invoice Editor and click on Add Payment
  • Select Billing and Payment Pane and click on Payments
  • Click Task  , Select Add Payment
  • Right-click Invoice Editor and click on Add Payment

• On the menu bar, click Billing and Payment >> Payments >> Add Payment

 

• Press Hotkey F8

 

 

• Once the Payment Editor has appeared, fill in the necessary details
• Select Payment Method. This can be added via Master Data
• Tick on the checkbox under Full if a full payment is done, else type in the amount under Amount Paid if it's partial payment
• Type in Memo (if any) and Click OK to proceed, Cancel to cancel

 

 

 

 

How to print receipt?

• To print receipt, do one of the following:
  • While in the Payment Editor, Click on More >> Print Receipt or More >> Print Receipt and Invoice
  • Also, when clicked OK while in Payment Editor, Vanda will prompt user if printing of Receipt and Invoice is needed
  • Else, to access Receipt Document Editor, select Billing and Payment from the Menu Bar >> Payments >> Payments Home. Select the intended transaction and do the following:
    • Click Task  , Select Print
    • Right-click Receipt Document Editor and click on Print
    • On the menu bar, select Billing and Payment >> Payments >> Print

 

 

 

How to search previous transactions?

• To begin search, proceed to Payments Home to access Receipt Document Editor and do the following
• Input the date range and click on Search to begin search
• Else, click on For Current Selected Patient (patient must be in selected beforehand) and click search to narrow the search to a particular person

 

 

 

 

How to view Payment details?

• To view Payment details, do one of the following:
  • Click Task  , Select View Payment Details
  • Right-click Receipt Document Editor and click on View Payment Details
  • Click on Details from the list of receipts listed under Receipt Document Editor

 

 

 

 

 

 

How to delete transactions?

• To delete transactions, do one of the following after selecting the intended transaction:
  • Click Task  , Select Delete
  • Right-click Receipt Document Editor and click on Delete

 

 

 

 

How to create prepayments?

• To create prepayments, firstly, add a payment. Check the Prepayment box to gain access to Apply to Revenues tab and do the following :
  • Fill in the amount for deposit, select payment method and input memo (if any)
  • Click OK to proceed or Cancel to Cancel

 

 

 

 

How to use Prepayment for payment?

• Issue payment as per normal and do the following:
  • Prepayments will be reflected as a negative figure
  • When issuing a new payment, prepayment will be reflected
  • Base on the amount, input the amount into both (current payment and prepayment Amount Column)
  • Click OK to continue or Cancel to cancel