Point of sale

Opening a patient’s account

There are 3 main ways to bring up a patient’s account details:

Point of Sale 41. Click the Account button in the top toolbar. You can then search for the patient.

Point of Sale 2


2. When a patient is ready to leave, right click on their appointment and select Leave.



Point of Sale 33. Right click on the patient’s appointment and select Patient Account.


Creating an Invoice

The Point of Sale screen will show the details of the account holder for this patient. This may be the patient themselves, or someone who pays on their behalf.

Point of Sale 1

Check the date of service and the practitioner who saw them, at the top-right of the screen. You can change these using drop-down menus.

Point of Sale 1

In the right-hand menu, click on the services delivered by the practitioner. 

Click on Other Services to bring up a complete list of services.

Note: if the Services list does not appear, check that you have nominated the correct practitioner.

Point of sale 5Each service you select will be added to the invoice.

As prompted, you can confirm or change the price of the item, and the number of items.


Highlight the invoice items listed and select appropriate actions from the list on the right:point of sale 6

  • Print Invoice
  • View/Email Invoice
  • Delete Invoice Item.
  • Edit Invoice Item

Processing a Payment

The amount “To Pay” (the amount owed) is displayed at the bottom of the page. This includes today’s fees as well as any outstanding accounts.

point of sale 6Enter the amount paid into the appropriate payment boxes, depending on the type of payment, and press [Enter].

Payments will then appear in the payment list on the left. You can see below that $20.00 was paid by cash, and $54 by EFTPOS.

point of sale 7

point of sale 6On the right-hand actions bar, you can choose to Print a Receipt – this will contain the payments made today.

If you choose to View/Email the receipt, you can save the receipt as a PDF or email it to someone.

point of sale 6When you are done, click “Finish” to save all changes. 

Note: payments are allocated against specific invoices. The default is to allocate payments to today’s accounts first, and then allocate any remaining payments to older accounts. You can change how payments are allocated using the accounts payment screen.