[[payments_and_receipts:prescription_payments]]

10.03. Prescription payments and credits

To receive payments for prescriptions in a dispensary, go to Dispensary Mode Preferences and check the Receive payments from prescription window box.

Once activated, a Payment tab will appear in the Prescription Entry window:

To enter a payment from the Prescription Entry window:

1. Click the Payment tab.

2. Enter the amount to be paid for this invoice today, then press OK.

In this example, the invoice is $300 and the patient will pay the full cost today in cash.

3. In the confirmation window, enter the actual cash provided and press tab. mSupply will calculate the change to be returned.

In this example, the invoice is $300 and the patient is paying with a $500 note. mSupply calculates the change to be returned is $200.

4. Click OK to finalise the prescription and payment.

Once you click OK, the prescription is finalised and can no longer be edited. Check carefully before pressing OK!

If your dispensary accepts different payment methods such as EFTPOS, you can set these as Payment type Options. Once set up, the user can select a payment method from the options in the payment confirmation window.

1. Click the Payment tab.

2. Enter the amount to be paid for this invoice today, then press OK.

In this example, the invoice is $300 and the patient will pay the full cost today via EFTPOS.

3. In the confirmation window, select EFTPOS from the Payment Type dropdown list.

4. Since the patient will pay with EFTPOS, cash paid is 0. (You already entered how much they will pay today in the previous window. Now you are only dealing with the payment type.)

5. Click OK to finalise the prescription and payment.

Once you click OK, the prescription is finalised and can no longer be edited. Check carefully before pressing OK!

You can allocate funds in a patient's favour by giving them a Patient Credit. You might need to do this if, for example, a patient returns faulty medicines they already paid for. Patient credits will be subtracted from future invoices until all credits are used.

1. In the menu bar, click Patient > New patient credit…

2. Enter the Patient just as you would for a prescription. You can also enter other details such as a Reference (e.g. the prescription number this patient credit is related to) and a Note explaining why a patient credit is being issued.

3. Click the History button to view the items previously dispensed to this patient.

3. Select the item(s) to be returned from the patient's dispensing history, then click Add to credit. Multiple items may be added.

4. Review the patient credit. Note that the price appears as a negative value in the patient credit window since it is a credit to the patient, not a charge.

You can also add items not linked to a patient's history by clicking the New line button and entering item details just like you would for a prescription.

If you only want to allow users to issue patient credits for items linked to a patient's history, set this in Invoices 2 Preferences. This will disable the New line button, and all items must be selected from the History button.

5. Once you are sure the patient credit is correct, check the Finalise box and click OK.

Remember you have also just returned items to your mSupply inventory! If you are going to destroy returned items, you now need to remove them from your mSupply inventory in a separate transaction (either a Reduce stock Inventory Adjustment or a Stocktake).

When the patient pays for their next prescription, their credit will be automatically applied in the Payment window.

In this example, the patient's current prescription is $300 but they had a $100 credit which is automatically applied to the invoice. Now, they only need to pay $200.



  • Last modified: 2019/12/02 17:09
  • by Gary Willetts