"Override Payment Amount" on cash sales

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  • Updated 6 months ago
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On occasion we have people who have miscalculated how much cash they need or just simply didn't have enough on them. Why is there no Override Payment Amount for the cash side of sales? Or is there a way we can do it without taking money out of our own cash reserves and then putting a note in their file to pay the next time? Sometimes that is hard too as the next time they may pay by Eftpos so the balance is never quite right. How do we resolve this issue? Thanks
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HFC Reception

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Posted 6 months ago

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Timothy, Business Care Manager

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Hi HFC. If a patient does not have enough money to pay the full amount on the day, you should bill them for the full amount and accept a part payment for only the amount they are paying. For example, if they are $5 short, they will be left with $5 owing to pay the next time they're at the practice. Your banking will be correct and no one will need to take money out of cash reserves. If it's a small amount, you may wish to write it off. You should never enter amounts into Front Desk that you're not actually receiving. We're happy to walk you through this if you open a support case at www.smartsoft.com.au/support 
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HFC Reception

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Thank you so much. This makes a lot of sense (of course) :)