Take payments, issue refunds and print receipts

Record cash, card, bank transfer and mobile money payments against NduMed invoices, issue refunds with a reason, and print receipts and refund receipts.

Cashiers record payments against issued invoices. A payment can never be more than the amount the patient owes, and every refund needs a reason.

Record a payment

1. Open the invoice

   Open the patient’s issued invoice and go to its payments.

2. Fill in Record a payment

   • Amount: up to the patient’s outstanding balance.
   • Method: Cash, Card, Bank transfer or Mobile money.
   • Reference: for example the card terminal slip, transfer reference or mobile money transaction ID.
3. Save and print the receipt

   Select Receipt to print a receipt for the patient.

• Invoices that are pending approval or void cannot take payments.
• When the patient has HMO cover, only the patient’s share can be paid at the desk. The HMO’s share is collected through HMO claims.
• If you submit the same payment twice by accident (for example, a double click), NduMed records it once.

Payment status

Status	Meaning
Unpaid	Nothing paid yet
Partially paid	Some of the patient’s share is paid
Paid in full	The patient’s share is fully paid

Issue a refund

1. Open the invoice payments and select Record a refund.
2. Enter the amount (not more than what has been paid) and a reason. The reason is required.
3. Print the Refund receipt.

Refunds reduce the day’s revenue on the dashboard and in the daily report.

Who can do this

Cashiers take payments, issue refunds and generate invoices. Ask your administrator if you need these permissions.