The ‘Family Payments’ feature allows you to create a running total of payments made for different patients and different sales transactions. E.g. if Mum wants to pay for her glasses, and then her children’s glasses, the system will keep a running total of the amount she is going to pay.

Please note: family payments will total outstanding balances from the patients you allocate in the payment screen, it is not specific to patients that appear together when the family filter button is selected.

When you are in the ‘Enter payment’ screen on patient no.1, select the payment method the patient is using.

Enter the amount that needs to be paid off that patient’s record and then click Confirm Amount.

The Payment Type and Amount will appear in the bottom right-hand box.

Instead of clicking ‘Confirm Total’, click ‘Add to Family Payments’.

This will open a new box with the payment line from the confirm total box.

Now click 'Confirm Total'.

Go to patient record no.2.

In the 'Enter Payment' screen, select the same payment method as Patient 1.

Enter the amount that needs to be paid off that patient’s record and then click ‘Confirm Amount’.

The Payment Type and Amount will appear in the bottom right-hand box.

Click ‘Add to Family Payments’. 

This will allow the payment line from the confirm total box to be added to the Family Payments box.

If this is the last patient to add to the list, check the amount in the total box and once the patient has paid, click ‘Finish Family Payments’.

N.B. To remove a line from the family payments box, double click on the patient’s name.