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How do I adjust an invoice for a partial payment

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13 comments

  • Ruth

    Hi Allisen, currently there's no way for your clients to make partial payments on an invoice online through their Client Portal. However, you can apply partial payment to an invoice on your end once your client has entered their credit card information in the system, via the Credit Card Information form, or from having made a previous payment through the Client Portal. We're currently working on our billing system and are collecting feedback here, on how to Allow clients to make partial payments through the Client Portal. Please comment and vote on this feature request so we can take your insight into account. 

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  • Office Support

    This would be extremely helpful.  Our clients get frustrated that they want to make a partial payment and can't.  Then it seems they don't call to make a payment so then there is no payment when we could have collected part of it . I vote YES!

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  • Michele Jones-Fassett, AuD

    With my practice, some CPT codes are statutorily denied by Medicare, so that part of the bill is patient responsibility and does not get sent to Medicare. The remainder of my testing is covered by Medicare, and needs to be submitted to them, per Medicare guidelines. I absolutely vote yes on splitting payments.

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  • Maria E. Jimenez

    Thank you. I see how I an apply a payment for my client on my end. However, I don't see how to provide evidence to the client of the payment made. The invoice does not add the credit and keeps telling them that they owe the full amount. Is there a way I can provide an updated paid vs owed amount?

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  • Doris Bartel-Vanderhyde

    yes, this is so frustrating!  I adjusted the insurance payment that was later corrected and now it shows up on the invoice as a credit!! this is so ridiculous!

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  • Alex H. Stachelberg

    I find the inability to accept partial payments messes up my system frequently. This should be a feature that SP provides. So many of my clients need to partially pay and the absence of SP fixing this issues over years of this problem being A PROBLEM is disconcerting. 

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  • Kathy Moore

    When deposits are made into my bank account from Swipe how can I get a list of transactions which total the deposit?

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  • Frank Cattie

    This is a stupid problem to still have. How has there been no one addressing this over 6 months? I would assume EVERY provider is having a similar experience with partial payment clients.

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  • Doris Bartel-Vanderhyde

    Agreed!  Seems like a simple problem to fix and would make a big difference in record keeping.

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  • Stephanie Heck

    I have a similar issue...why can't invoices show when partial payments have been made?  If I have a patient who had a $400 balance and paid me half, when I reissue the invoice (delete/recreate it), it still shows a balance owed of $400.  This is stupid frustrating!  The above "solution" from SP that says " However, you can apply partial payment to an invoice on your end" doesn't actually seem true.  How?  How can you apply partial payment to an invoice that will then APPEAR on the next invoice you issue?  I can't generate an invoice that shows what my client actually owes if they have paid part of the bill and owe the rest.

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  • Joyce Baptist

    Yes, please allow client so make partial payments.

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  • Doris Bartel-Vanderhyde

    Yes, please change format to allow for partial payments!  And the invoice should recalculate to show remaining balance.

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  • Lorraine Ehlers-Flint

    I have the same issue.  A client pre-paid to book an intervention and I can't show it on the invoice, superbill or statement.  Frustrating.

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