This describes a possible process for paying off a Contact Lens Management Balance by Cash or Card or Cheque. The process described below is more suitable when you are using cash accounting.

You may need to use this process if a Direct Debit or Standing Order payment was missed, the patient needs to pay off a balance or you are changing the patients contact lenses to a more expensive brand and the patient needs to pay extra money towards the first supply.

To find out how much money needs to be paid by the patient, navigate to the patient record, and open the ‘CL Mgmt’ Module.

Once you are aware of the amount of money the patient needs to pay by card/cash or cheque, navigate to the patient’s account.

Click on the button ‘Show Transactions Paid by DD or Write-off’.

Clicking this button will cause sales of products that were paid off in full by a DD/SO order payment type to appear in the ‘Sales Transaction Summary’ List.

Click the relevant sales transaction that shows the products that need to have a card, cash or cheque payment added against it.

With the relevant sale highlighted, click the ‘Amend Payment’ button.

On the ‘Enter Payments’ screen select the payment method ‘DD/SO -PS’.

Click the minus button and then use the number buttons to enter the amount the patient is going to pay by card/cash/cheque. Then click ‘Confirm Amount’ and ‘Confirm Total’ and enter a reason for the amended payment e.g. patient is paying for this supply of lenses by card.

You will have now reduced the amount of money owed by the patient in their CL Mgmt module and put this outstanding balance on the patient account. You can now pay off the outstanding balance on the account as you would a normal sale.