Payment processing is completed via the patient transactions function in EXACT.

Taking Payment from Patients

1. Open the patient record.
2. Click the currency button to open the Transactions window.
   
3. Select the Payment button to display the payment window, the functionality available includes;
   • Change the Date of a Payment.
   • Change the Provider (defaults to the invoice it is allocating to or the patients' primary dentist).
   • Add any Stock/Sundry Items (Selling Stock Service Items).
   • Change what invoices it will be allocated to in the Allocations area (This will be done automatically but may be required if multiple treatments are happening at the same time).
   • Change the payment amount (defaults to the due balance but can be changed if part paying or overpaying).
   • Change the Payment Method the patient used.
   • Add any Comments to the payment.
   • Add Completed and Planned treatment with the checkboxes (only for uncharged treatments).
     

Payment Receipts

After taking a payment, you will be presented with the option to Email or Print a receipt for the patient, after which, the payment will be displayed on the patient's transactions screen.