How do I mark an invoice as 'Paid'?

In order to keep an up-to-date overview in Payt, it is important to match new payments to outstanding invoices. How you do this depends on how you received the payment.

I have received a payment at the front desk

If a payment was made by the patient at the front desk of your practice (e.g. cash or by debit card), you can register this payment directly in Payt to with the correct invoice.

1. Open the invoice page in Payt.
2. Choose 'Actions' > 'Register payment' at the top right.
   
3. Enter the amount paid and choose the appropriate payment method.
   1. Cash payment
   2. Card payment
4. Confirm the payment by choosing 'Register payment' again.
   

I have received a payment on my bank account

In WeFact, it is possible to connect your bank account. This automatically retrieves all new transactions in WeFact once a day. Incoming payments are matched to outstanding invoices. If this does not succeed automatically, you can also manually process the transaction(s).

When you start a new import in Payt ('Import' > 'Import now') after matching transactions to invoices in WeFact, the invoices will be closed in Payt as well. If you do not do this manually, the change will be processed automatically during the daily import.