Apply a Payment to an Invoice

Whether you are accepting cash, check or charging a credit card, accepting payment and applying it to an invoice is very simple. You may process credit card payments if you enable Stripe integration provided by TherapyZen.


1. Getting started

From the client record, locate and click the Ledger tab to view all invoices and billing details.

2. The open invoices grid

Payments are only applied to Open Invoices which are displayed on the main page of the client ledger.

3. To accept a payment

To accept payment for an invoice, click the Pay button in the invoice row to continue to the payment screen.

4. Review the invoice details

On the payment screen, take a moment to review the invoice details and make note of any account credits being applied to this invoice. Then move down to the payment form to start entering payment details.

5. Enter the payment details

Verify that the payment date is correct and begin to enter the payment amount in the field provided. Select the payment method being used to fulfill the invoice amount. If you have Stripe credit card processing enabled, you can use the credit card stored on the client's record to make the payment.

6. View and verify the payment amount

As you begin to type in the payment amount, you'll see the amount being applied in the Open Invoices section above. Once you are satisfied with they payment details, click Save Payment to process and record the payment.

7. View the paid invoice

You'll be returned to the main screen of the ledger after taking payment. Verify that the invoice has now moved from the Open Invoices grid to the Paid Invoices grid.

Still need help? Contact Us Contact Us