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Patients never type a price. Every amount comes from your facility’s live tariff.

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Before you start

You need the role cashier (or finance, owner or admin), and the Cashier window open at /hospital/billing/cashier.

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Steps

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Cash for a pay-at-desk visit

1

Find the visit

Look under Pay at the desk. Each row shows the patient, the provider and the Cash due.
2

Collect

Take the cash and click Collect cash. Confirm with Yes — cash received.

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Payment for an invoice

1

Open the invoice

Find it in the list, or click Look up patient. Click Take payment (or Take co-pay if insurance covers part).
2

Choose the method

Cash, card or transfer. For cash, type the amount received. PHB shows Change due or Short by. Click Exact if they paid the exact amount.
3

Confirm

Confirm the payment. You see Payment confirmed — invoice paid. or Part-payment confirmed — invoice partially paid.
For a card or online payment, PHB starts a checkout. Nothing posts until the payment confirms.

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Create a new invoice

  1. Click New invoice.
  2. Patient: look the patient up. Access is logged.
  3. Coverage: choose Self-pay or the patient’s plan.
  4. Services: Add service from the tariff catalogue.
  5. Review & post: check the totals and post. You can Save draft at any point.

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What you can do here

  • Collect cash, card or transfer.
  • Take part-payments.
  • Start a Refund or a Dispute on a paid invoice. Small refunds come from your till. Larger refunds wait for Approve (Finance).
Not available yet: closing the till, printing or texting receipts, scanning a card, and a live cash-drawer count.

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Common problems