Filter payment methods used on a specific date

Filter payment methods used on a specific date

  1. Go to 'Dashboard'


  1. Scroll down under 'payment methods' and select the date


  1. select specific date, you will be unable to select future dates, example of a previous date: 2023 Oct 24





    • Related Articles

    • Add new payment method

      Video Tutorial Click ' Setting ' Under Sales , select ' Payment Method ' Click ' Create ' Enter payment method name, description, and save . New payment method will be shown
    • Continue partial payment

      Video Tutorial Click on Current Patient Click on Invoice Click on Invoice, select filter as Pending, and tick to pay Enter amount received under new payment and invoice, and click Pay Enter amount received under new payment and invoice, and click Pay ...
    • Go to queue by dashboard page

      Go to 'Dashboard' Under 'pending queue' is the list of pending patients in queue, click on the arrow beside it to go to queue
    • Make partial payment for invoice

      Video Tutorial Click on Current patient and select invoice Tick prescription and click Bill In the invoice, click Confirm Click Pay Enter amount received and confirm Tick beside Dispensing all medications to dispense all medications in the invoice To ...
    • Void payment

      Video Tutorial Click on Current patient Click Payment On the item, click void payment Enter reason for voiding , and click ok Payment has been successfully voided