> ## Documentation Index
> Fetch the complete documentation index at: https://docs.phbhealth.com/llms.txt
> Use this file to discover all available pages before exploring further.

# Collect payments

> Take payment for walk-in visits and invoices at the Cashier window.

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

## Before you start

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

## Steps

### Cash for a pay-at-desk visit

<Steps>
  <Step title="Find the visit">
    Look under **Pay at the desk**. Each row shows the patient, the provider and the **Cash due**.
  </Step>

  <Step title="Collect">
    Take the cash and click **Collect cash**. Confirm with **Yes — cash received**.
  </Step>
</Steps>

### Payment for an invoice

<Steps>
  <Step title="Open the invoice">
    Find it in the list, or click **Look up patient**. Click **Take payment** (or **Take co-pay** if insurance covers part).
  </Step>

  <Step title="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.
  </Step>

  <Step title="Confirm">
    Confirm the payment. You see **Payment confirmed — invoice paid.** or **Part-payment confirmed — invoice partially paid.**
  </Step>
</Steps>

For a card or online payment, PHB starts a checkout. **Nothing posts until the payment confirms.**

### 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.

## 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)**.

<Note>
  Not available yet: closing the till, printing or texting receipts, scanning a card, and a live cash-drawer count.
</Note>

## Common problems

| What you see | What to do |
| - | - |
| **Patient not found** | Check the HPN. |
| **Enter an amount to collect.** | Type how much the patient paid. |
| **Payment failed** | Try again, or use another method. |
| A card payment is still waiting | PHB checks with the payment provider. Wait, then refresh. |
| No services to add | Your facility has no live tariff. Ask your owner or finance. |


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