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payments_and_receipts:prescription_payments [2020/06/11 14:48] – [View patient credits] Gary Willetts | payments_and_receipts:prescription_payments [2020/12/07 06:38] (current) – [Entering the payment] Mark Glover | ||
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- | If you have setup other payment types in the preferences (see [[preferences: | + | If payment types have been set up, then you can select the type of payment being made in the **Payment type** drop down list. |
**Please note**: You cannot overpay a prescription. If you edit the **Amount given** field to be more than the **Total payment** amount the **Amount given** field will be reduced to the **Total payment** amount and the **Change to give back** will be increased by the difference. | **Please note**: You cannot overpay a prescription. If you edit the **Amount given** field to be more than the **Total payment** amount the **Amount given** field will be reduced to the **Total payment** amount and the **Change to give back** will be increased by the difference. | ||
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**Once you click OK, the prescription and payment are finalised and can no longer be edited.** Check carefully before pressing OK! | **Once you click OK, the prescription and payment are finalised and can no longer be edited.** Check carefully before pressing OK! | ||
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+ | **Please note:** You can save a prescription without a payment when the //Receive payments from prescription window// preference is turned on (see the top of this page) but the prescription will not be finalised, it will only be confirmed. You will be warned and asked to confirm that this is what you want to do if you do not enter a payment. If you want to enter the prescription payment later, you can find the prescription, | ||
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===== Paying with credit ===== | ===== Paying with credit ===== | ||
- | Patients can be given a credit limit (see [[dispensing: | + | Patients can be given a credit limit (see [[dispensing: |
The process of using credit in a payment is exactly the same as the payment process described above, the only difference is that, if the patient has some credit available, mSupply will automatically use as much as it can to pay for the patient' | The process of using credit in a payment is exactly the same as the payment process described above, the only difference is that, if the patient has some credit available, mSupply will automatically use as much as it can to pay for the patient' | ||
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When a prescription is cancelled, any payment made against it is not automatically cancelled because the patient might give you the goods back but not receive a cash refund. However, a patient credit is automatically created equal to the amount of the payment and assigned to the patient. This means the patient is refunded in credit, not cash. | When a prescription is cancelled, any payment made against it is not automatically cancelled because the patient might give you the goods back but not receive a cash refund. However, a patient credit is automatically created equal to the amount of the payment and assigned to the patient. This means the patient is refunded in credit, not cash. | ||
- | If you really wish to refund cash to the patient, you need to find the patient credit created for them, cancel it and then go to the [[payments_and_receipts: | + | If you really wish to refund cash to the patient, you need to find the patient credit created for them, cancel it and then go to the [[payments_and_receipts: |
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