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  • #31535
    stevema
    Participant

    Clients often have to pay an excess. I cannot find a simple way to process these payments. The bill is initially sent to insurance company who then tells us the client has to pay the excess. When the client pays, I have to enter it as though the insurance co has paid because I cannot find a way to credit the patient’s payment against the Insurance invoice. This is not ideal for record keeping. Is there a better way to do this?

    #33542

    Hi there,

    If you create the invoice, you can then Split it i.e. £50.00 invoice to insurance company and £50.00 to Patient. To this, when you raise an invoice, you do the invoice for the total amount and then at the top you will see a button SPLIT INVOICE. From there it will ask you how you want to split it etc.

    I hope this helps!

    #33543
    stevema
    Participant

    Thanks Matt, I think that solves the problem.

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