MANSOQ Billing
View a payment
This flow describes how to open a payment in MANSOQ and read its details. You can also print a receipt for the payment. Pre-requisites - You are a member of the facility. - Someone recorded the payment at your facility. - You have the…
3.1 · versioned documentation · 2 min read
Overview
This flow describes how to open a payment in MANSOQ and read its details. You can also print a receipt for the payment.
Pre-requisites
- You are a member of the facility.
- Someone recorded the payment at your facility.
- You have the permissions listed below.
Permissions
| Permission | Access |
|---|---|
| Can Read Payment Reconciliation | Lets you open a payment and read its details. Facility Admin, Administrator, Admin, Staff, Doctor, Nurse, Volunteer, and Pharmacist have this permission. |
Steps
1. Open the payments list
Go to the facility. Select Billing. Select Payments. MANSOQ shows the list of payments for the facility.
2. Open the payment
Click the payment in the list. MANSOQ opens the payment detail page.
3. Read the payment details
The payment detail page shows these details.
| Component | What it shows |
|---|---|
| Account | The account that the payment belongs to. |
| Invoice | The invoice that the payment targets, if the payment targets an invoice. |
| Amount | The amount of the payment. |
| Method | The method of the payment. |
| Type | The type of the payment. |
| Issuer Type | The type of the party that issues the payment. |
| Location | The location where the facility takes the payment. |
| Reference Number | The reference number of the payment. |
| Payment Date | The date of the payment. |
| Note | The note for the payment. |
| Status | The status of the payment. |
4. Print the receipt
Select Print Receipt. MANSOQ creates a printable receipt for the payment.
Note: Press p to print the receipt.
5. Open the related invoice or account
Click the invoice link to open the related invoice. Click the account link to open the related account.
Note: Press v to view the invoice. Press a to view the account.
Expected Outcome
- MANSOQ shows the details of the payment.
- MANSOQ creates a printable receipt when you select Print Receipt.
Related
Concepts:
Flows:
Source evidence
References are pinned to the private MANSOQ source repository. Repository access is required to open these links.