If you would like to add payments to multiple invoices at once, you can use the Payment imports feature:
- If you are signed in as a practitioner, go to Billing > My patient invoices > Payment imports. When signed in as a practitioner, you will only be able to import payments for invoices that belong to the practitioner account.
- If you are signed in as a clinic admin, go to Billing > Invoices > Payment imports. When signed in as a clinic admin, you will only be able to import payments for invoices that belong to any practitioner in your clinic.
From the Payments imports page, click on New import. On the next page, provide:
- A name/description
- The payment method associated with this import
- A default payment date: this date will be used if one is not provided in the CSV file
- A CSV file that has at least 3 columns:
- The Embodia invoice number. The invoice number can be found on the page listing all invoices, or on the invoice page itself:
- The subtotal of the payment,
- The taxes of the payment.
- A fourth optional column can be added that includes the payment date in the YYYY-MM-DD format.
- The Embodia invoice number. The invoice number can be found on the page listing all invoices, or on the invoice page itself:
Click on Submit. You will be redirected to a page that will preview the import. If any of the data provided is not valid, it will be highlighted in red along with a description of the the error.
To proceed with the import, click on Process import.
The processing might take a few moments to complete.