Applying a Payment to an On Hold Invoice

If the invoice payer is the Patient or a Contact, follow these steps process an invoice that is on hold:

1. From within the patient's record, click Accounts
2. Make sure you are in the "Invoices" section  
3. Click the Tick-box next to the name of the invoice
4. Click Edit to open the invoice (Or select the Hyperlinked Invoice Number)
5. Select Quick Pay or More Pay depending on the payment method (Bpay and Cheque only appear when selecting More Pay)
6. Select Pay Now or Payment

Your on hold invoice will now have a status of paid.

If the invoice payer is Medicare, DVA or a Health Fund, follow these steps process an invoice that is on hold:

1. Navigate to claims (Accounts - Claiming)
2. Click the Search Bar and search for keywords; Invoice #, Provider, Patient, Payer or Claim Type
3. Your on hold invoice will appear
4. Select the tick-box next to the invoice you wish to process
5. Select Claim
6. Your invoice will now be submitted

Your on hold invoice will now appear as unpaid. Once the claim has been processed, the status will change to paid.