To process a Patient Invoice Payment:


Note: This section is only applicable if Dispensing is set up to generate patient dispense invoices.

To access the POS screen:


Debtors
1. Point of Sale

  • Field 1 <Trans. No>, press ENTER to generate the next available POS transaction number
  • Field 3 <Trans. Type>, select ‘Payment’.


  • Field 4 <Item>, enter ‘I’ followed by the invoice number  (or use a hand scanner to ‘scan’ the invoice number barcode on the patient invoice if available).
OR

  • Field 4 <Item>, enter (or scan) the Patient UR number on the patient dispense invoice. A list of unpaid (‘OPEN’) invoices appear in the pop-up screen. Press SPACEBAR to tag an invoice. Multiple invoices can be tagged.


  • Details of invoice(s) populate the POS screen.


  • In Line 2 <Item>, enter (or scan) another invoice number; OR enter/scan another patient UR number; OR Press ENTER to move on.
  • Field 15 <Discount>, enter % Discount to be applied to the SUBTOTAL amount (if required).
  • Fied 17, a list of Payment Methods appear. The common options are: CASH, CHEQUE, EFTPOS, CREDIT CARD, ACCOUNTS RECEIVABLE. Select one of the Payment Method.


  • Field 19 <Tendered Amt>, enter the Tendered amount.
  • If the tendered amount is less than the GRAND-TOTAL value, then the below message will be displayed. Select ‘Y’ to ‘part pay’ or ‘N’ to return back to enter a new tendered amount in Field 19.


  • If the tendered amount is greater than the GRAND-TOTAL value, then the ‘change’ value will be greater than zero.


  • To finalise the payment, type ‘F’ at the Options line to file the POS transaction.
  • A docket receipt will print out and the cash drawer will open. The docket receipt contains the POS transaction number.