#Receipts how to#

(Optional) It is assumed that you wish to issue the receipt on the current date. When you are ready to proceed, click The Issue Receipt prompt appears.ДЎ3. When you have finished allocating the receipt, click You will be returned to the New Receipt window where you can now see how the payments have been allocated.ДЎ2. Allocate the receipt to listed items by ticking an item's associated check box, as shown in the example below.ДЎ1. The outstanding service items for the selected account will appear.ДЎ0. Within the Outstanding Items section, select the account you wish to allocate this receipt to via the Account drop-down menu. However, if one patient wishes to make a payment on behalf of another, you can now select the other patient by clickingД©. (Optional) Bluechip assumes that the receipt is associated with an invoice for the same patient who made the payment, as shown in the Patient Details section of this window. To do this, click The Select Invoice Items window appears.ДЁ. You must now allocate the receipt to one or more items the patient is being billed for. The example below shows a receipt complete with various payment methods used to pay the account.Д§. If you accidentally start adding an extra line to the Payment method section of the receipt, and want to remove it, highlight any field on that line and press Ctrl+Delete. You now need to allocate that amount of money to an outstanding invoice item, or to prepayment. Notice that you have an amount unallocated, which at this stage is the same as the total received.

O Enter the amount of the payment type you are receipting into the Amount field. If payment type is credit card, then you can record the bank to which the card is attached. If payment type is cheque, then you can enter the branch or the cheque no. If payment type is cash, EFTPOS, AMEX, Diners, or Direct Debit nothing need be entered. O The Branch/Details field is also treated differently depending on the payment type. If you selected a payment type of 'cash' you need not enter anything into the Bank/Card field. If payment type is credit card, the drop-down list will present you with the types credit cards available (e.g. The options available to you differ depending on the payment type you selected previously.ДЇor example if you selected a payment type of 'cheque', the drop-down list will present you with the names of the banks you have recorded in Bluechip. O By double-clicking in the Bank/Card field you can reveal a drop-down list of options to select from. O Record the name of the payer in the Name column. To enter the second payment type, press the Enter key and continue on the second line. To create a receipt with multiple payment types, enter the payment details as described above, for the first payment type.

Note that the Credit Card option refers only to the old system where the credit card slips need to be deposited at the bank. Double-click in this field to reveal a drop-down list of payment type options to select from. O Enter the type of payment into the Type field, for example cash, cheque, credit card, EFTPOS Auto, EFTPOS Manual, etc. Select the Receipts tab, as shown in the image below. Select an account and click You are presented with the details of the account.Д¤. You can also distribute a payment across multiple accounts, or for multiple patients.Дў.

#Receipts how to#

The following information describes how to allocate a payment to specific service items for a single account, and then issue a receipt for that payment.