MANSOQ Billing
Record a payment
This flow describes how to record a payment reconciliation in MANSOQ. You record a payment against an issued invoice, or as a general credit on an account. Pre-requisites - If you record a payment against an invoice, the invoice is issued. - If…
3.1 · versioned documentation · 3 min read
Overview
This flow describes how to record a payment reconciliation in MANSOQ. You record a payment against an issued invoice, or as a general credit on an account.
Pre-requisites
- If you record a payment against an invoice, the invoice is issued.
- If you record a general credit, you open the account page for the patient.
- You have the permissions listed below.
Permissions
| Permission | Access |
|---|---|
| Can Write Payment Reconciliation | Record a payment or a credit note. Facility Admin, Admin, Staff, Doctor, Nurse, and Pharmacist have this permission. |
Steps
1. Start the payment
Start the payment from one of these places:
- On an issued invoice, click Record Payment. For a refund invoice, click Record Credit Note.
- After you issue an invoice, MANSOQ offers the same action immediately.
- On an account page, click Advance/Receipt to record a payment on the account. To record a credit note, open the menu and select Record Credit Note.
Note: Press r on an invoice page or an account page to open Record Payment. Press c on an account page to open Advance/Receipt.
2. Enter the payment details
Complete the form fields.
| Components | What it captures |
|---|---|
| Payment Method | How the payer pays. Select Cash, Credit Card, Credit Account, Check, Direct Deposit or Debit Card. |
| Payment Type | The nature of the transaction. Select Payment or Advance. |
| Issuer Type | Who pays. Select Patient or Insurer. |
| Location | The place where you collect the payment. |
| Amount Paid | The amount that the payer pays. |
| Amount Received | The cash amount that you receive from the payer. |
| Reference Number | The transaction reference for the payment. |
| Payment Date | The date of the payment. |
| Note | More information about the payment. |
For a credit note, MANSOQ does not ask for an Issuer Type. Enter the Refund Amount in place of the Amount Paid.
If you select Cash as the Payment Method, enter the Amount Received. MANSOQ calculates the change to return.
For all other payment methods, you can enter a Reference Number.
Note: The Payment Date cannot be in the future.
Note: Whether the Location field is mandatory depends on your facility's configuration.
3. Submit the payment
Click the submit button to save the payment.
Expected Outcome
- MANSOQ records the payment against the invoice, or as a credit on the account.
- For a cash payment, MANSOQ shows the change to return to the payer.
Related
Concepts:
Flows:
Source evidence
References are pinned to the private MANSOQ source repository. Repository access is required to open these links.