{"id":1248,"date":"2024-01-11T10:20:41","date_gmt":"2024-01-11T10:20:41","guid":{"rendered":"https:\/\/www.multiclinic.co.uk\/?post_type=docs&p=1248"},"modified":"2024-01-12T16:43:14","modified_gmt":"2024-01-12T16:43:14","password":"","slug":"payment-billing","status":"publish","type":"docs","link":"https:\/\/www.multiclinic.co.uk\/index.php\/guide\/payment-billing\/","title":{"rendered":"Payment\/Billing"},"content":{"rendered":"\n

Adding Discount & Payment Buttons<\/h3>\n\n\n\n
\n
\n

To add a discount button, go to the Settings<\/strong> menu and select Payment Methods. <\/strong>\u00a0<\/p>\n<\/div>\n\n\n\n

\n
\"\"<\/figure>\n<\/div>\n<\/div>\n\n\n\n

This will take you to the payment methods screen. It will list all current payment methods and discounts.<\/p>\n\n\n\n

\"\"<\/figure>\n\n\n\n

To add a payment\/discount method click on the +Add New <\/strong>button on the right of the screen<\/p>\n\n\n\n

\"\"<\/figure>\n\n\n\n

Fill in the relevant sections of the form, for payment methods, leave the discount value section blank. Use the colour picker to select the button colour and then save.<\/p>\n\n\n\n

<\/p>\n\n\n\n

Invoices\/Receipts<\/h3>\n\n\n\n

Receipts are generated when Process Invoice<\/strong> is clicked in the Till.<\/p>\n\n\n\n

They can be printed locally for your records and emailed direct to the patient. <\/p>\n\n\n\n

You can also void or refund a transaction from here.\u00a0<\/p>\n\n\n\n

\"\"<\/figure>\n\n\n\n

<\/p>\n\n\n\n

Process Void Transaction<\/h3>\n\n\n\n

Click on Void Transaction<\/strong> \u2013 The transaction is now void<\/p>\n\n\n\n

Process Refund<\/h3>\n\n\n\n

<\/p>\n\n\n\n

\n
\n

\u2022Click on Refund Transaction<\/strong><\/p>\n\n\n\n

\u2022Select the line items you wish to refund the refund selected <\/strong>or refund all<\/strong><\/p>\n\n\n\n

\"\"<\/figure>\n<\/div>\n\n\n\n
\n
\"\"<\/figure>\n<\/div>\n<\/div>\n\n\n\n

\u2022You will be sent back to the Till to process the refund<\/p>\n\n\n\n

\u2022Select the payment type you wish to assign the refund to (cash, card, etc)<\/p>\n\n\n\n

\u2022Click Process Refund<\/strong><\/p>\n\n\n\n

\u2022The system will generate a refund receipt.<\/p>\n\n\n\n

\n
\n
\"\"<\/figure>\n<\/div>\n\n\n\n
\n
\"\"<\/figure>\n<\/div>\n<\/div>\n\n\n\n

<\/p>\n\n\n\n

Edit Treatment Price List<\/h3>\n\n\n\n
\n
\n

To edit the treatment price list go to Settings \u2013 Edit Treatment Pricelist\u00a0<\/strong><\/p>\n<\/div>\n\n\n\n

\n
\"\"<\/figure>\n<\/div>\n<\/div>\n\n\n\n
\"\"<\/figure>\n\n\n\n

To edit a treatment select the field you wish to edit and change the relevant fields. Click Save<\/strong> to save changes.<\/p>\n\n\n\n

To edit add a new treatment scroll to the bottom of the list to find the blank row. Add the new treatment details to this row. Click Save<\/strong> to save changes.<\/p>\n\n\n\n

\"\"<\/figure>\n\n\n\n

To delete a treatment, click on the bin next to the treatment line you want to clear. You cannot undo this change<\/strong>.<\/p>\n\n\n\n

<\/p>\n","protected":false},"excerpt":{"rendered":"

Adding Discount & Payment Buttons To add a discount button, go to the Settings menu and select Payment Methods. \u00a0 This will take you to the payment methods screen. It will list all current payment methods and discounts. To add a payment\/discount method click on…<\/p>\n","protected":false},"author":1049,"featured_media":0,"comment_status":"closed","ping_status":"closed","template":"","meta":{"footnotes":""},"doc_category":[23],"doc_tag":[],"class_list":["post-1248","docs","type-docs","status-publish","hentry","doc_category-admin-guide"],"year_month":"2026-05","word_count":280,"total_views":0,"reactions":{"happy":0,"normal":0,"sad":0},"author_info":{"name":"Kieran Watkins","author_nicename":"kieran-w","author_url":"https:\/\/www.multiclinic.co.uk\/index.php\/author\/kieran-w\/"},"doc_category_info":[{"term_name":"Admin Guide","term_url":"https:\/\/www.multiclinic.co.uk\/index.php\/guide \/admin-guide\/"}],"doc_tag_info":[],"yoast_head":"\nPayment\/Billing - MultiClinic<\/title>\n<meta name=\"robots\" content=\"index, follow, max-snippet:-1, max-image-preview:large, max-video-preview:-1\" \/>\n<link rel=\"canonical\" href=\"https:\/\/www.multiclinic.co.uk\/index.php\/guide\/payment-billing\/\" \/>\n<meta property=\"og:locale\" content=\"en_GB\" \/>\n<meta property=\"og:type\" content=\"article\" \/>\n<meta property=\"og:title\" content=\"Payment\/Billing - MultiClinic\" \/>\n<meta property=\"og:description\" content=\"Adding Discount & Payment Buttons To add a discount button, go to the Settings menu and select Payment Methods. \u00a0 This will take you to the payment methods screen. 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