View a payment

Overview

This flow describes how to open a payment in Care and read its details. You can also print a receipt for the payment.

Pre-requisites

• You are a member of the facility.
• Someone recorded the payment at your facility.
• You have the permissions listed below.

Permissions

Permission	Access
Can Read Payment Reconciliation	Lets you open a payment and read its details. Facility Admin, Administrator, Admin, Staff, Doctor, Nurse, Volunteer, and Pharmacist have this permission.

Steps

1. Open the payments list

Go to the facility. Select Billing. Select Payments. Care shows the list of payments for the facility.

2. Open the payment

Click the payment in the list. Care opens the payment detail page.

3. Read the payment details

The payment detail page shows these details.

Component	What it shows
Account	The account that the payment belongs to.
Invoice	The invoice that the payment targets, if the payment targets an invoice.
Amount	The amount of the payment.
Method	The method of the payment.
Type	The type of the payment.
Issuer Type	The type of the party that issues the payment.
Location	The location where the facility takes the payment.
Reference Number	The reference number of the payment.
Payment Date	The date of the payment.
Note	The note for the payment.
Status	The status of the payment.

4. Print the receipt

Select Print Receipt. Care creates a printable receipt for the payment.

Note: Press p to print the receipt.

5. Open the related invoice or account

Click the invoice link to open the related invoice. Click the account link to open the related account.

Note: Press v to view the invoice. Press a to view the account.

Expected Outcome

• Care shows the details of the payment.
• Care creates a printable receipt when you select Print Receipt.

Related

Concepts:

• Payment Reconciliation
• Invoice

Flows:

• Record a payment
• Cancel a payment or mark it entered in error
• Move a payment to another account