How to Create a Simple Client Payment

What you will learn...

Client payments are entered into Gensolve Practice Manager using the Client Payment Received Screen.

This includes part payments and refunds (which are simply payments for a negative amount).

In this tutorial, you will learn how to create a simple client payment.

Prerequisites

The Client has been created: see How to Create a New Client.

The client has outstanding items to pay (e.g. Appointment fees).

Watch the video tutorial: