Keeping tabs on whether a client has paid or not is useful for both tracking cash flow and ensuring your reporting is up-to-date.

Marking an appointment as paid

If you don't want to create an invoice and want to mark the appointment as paid, you can do so by clicking on the appointment > Track payment. You'll be able to define the payment method and choose whether to send a receipt or not.

Marking an invoice as paid

If the invoice is in the In progress or Sent column, on the Invoice page, click on the three dots and Add a payment. Marking an invoice as paid will automatically mark the appointment as paid too.

Add a payment will allow you to add partial payments and their payment method (eg. medical aid, card, EFT etc).

If you're using the Yoco integration, appointments and invoices will automatically be marked as paid.