Adding Payment Plan Payments for Patients

So that you can cross reference with your bank statements (if the instalments are paid by BACS) you can go to administration > payment plans > list invoiced instalments

From this screen you can select the print button in the bottom right hand corner and select a date range maybe for the previous month or if all instalments are invoiced on the first of the month just that day. You can then use the list to check the patients that you should have received payment from and then add the payments (if made) to the patients file. This will need to be a manual process as there is no way to automatically add a payment for everyone.