CLINIC HQ

11.6.4. Collecting Payment From Public Clients

Checkout Financial Summary

To view the financial summary for an appointment, navigate to the Checkout page, then click the Financial tab.

Here all the services and products the patient received will be listed. You can view the unpaid balance and click Go to apply payment screen in the upper right corner.

Apply Subsidies

If any discounts or vouchers need to be applied, go back to the Appointment tab. Here you can use the green Discount button to apply any Subsidies.

For Public Clients, follow these steps to take payment:

From Financial Summary

If an owner has brought in only one animal, you may choose to take payment from the Financial tab in Checkout.

  1. Go to Checkout via Clients > Check In / Checkout > Check In / Checkout. Click the animal’s status.
  2. Click the Financial tab.
  3. Select the Payment Date. By default, this is filled in with today’s date.
  4. Select your tender type (i.e. Cash). Include any important financial notes in the textbox.
  5. Adjust payment amount if necessary. This is automatically filled in with the unpaid balance total.
  6. Click Make Payment.

Note: If a split payment needs to be processed, you can click Add Additional Payment Type.

From Apply Payment

To apply payments over multiple appointments, you’ll want to use the Apply Payment tool. To get there, go to Accounting > Public Clients > Apply Payment.

  1. Find the client you are applying payment for.
  2. Click Details next to their Balance Due summary.
  3. All unpaid appointments will be listed here. Tick the boxes for all the appointments you want to apply payment for.
  4. Select the Payment Date. By default, this is filled in with today’s date.
  5. Select your tender type (i.e. Cash). Include any important financial notes in the textbox.
  6. Adjust payment amount if necessary. This is automatically filled in with the unpaid balance total.
  7. Click Make Payment.

E-Payment Request

If you use our integrated credit card processor, you can request payment virtually before pickup! This is super helpful for speeding up your checkout process.

To request payment, simply click the credit card next to the client from the Check In/Checkout page. Then, click Send E-Payment Request.

Learn more about E-payments here.

Print/Email Receipts

  1. To print or email a receipt, go to Clients > Check In/Checkout > Print/Email Paperwork.
  2. Tick the boxes of each appointment you need to print.
  3. Click Print/Email Selected.
  4. Select the Receipt template and click Print Selected Document.