How to Accept Partial Payments and Clear Dues ?

Overview

The Partial Payment feature allows clinics to collect a portion of the total bill amount from patients while recording the remaining balance as due. This helps clinics manage payments efficiently and track outstanding amounts that can be cleared later.

Description

While generating or completing the patient’s bill, you can enter the amount paid by the patient instead of the full bill amount. The system will automatically record the remaining balance as due. When the patient returns to clear the pending amount, you can access the patient’s billing details, select the outstanding due, and record the remaining payment to close the balance. This feature helps maintain accurate billing records and ensures smooth payment tracking within the system.

Step 1: Click on Queue from the left sidebar.

Step 2: After checking in the appointment, click on the Bill Patient option (highlighted).

Step 3: The Create Receipt form will open. Select the services you want to bill the patient for.

Step 4: Under Payment Mode, choose the appropriate mode. Since this is a partial payment, enter the paid amount accordingly.

Step 5: Once the amount is entered, the Amount Due will be displayed below the paid amount.

Step 6: Click on Create Receipt.

Step 7: For future appointments, a red rupee icon will appear, indicating there is a pending due for this patient. Click on this icon to settle the dues.

By clicking on this icon, you can view the outstanding balance and proceed to collect and settle the remaining payment, ensuring the patient’s billing records are updated and cleared in the system.

Step 8: Select Pending Dues from the dropdown.

Step 9: Choose the payment mode and click on Settle Dues.

Step 10 : To view the receipt for the settled amount, click on the highlighted option.

Step 11 : A receipt labelled Due Payment will be displayed. This receipt is generated once the pending amount is settled.

Updated on: 05/03/2026

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