> ## Documentation Index
> Fetch the complete documentation index at: https://docs.ndumed.co/llms.txt
> Use this file to discover all available pages before exploring further.

# 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.

> [!NOTE]
>
> * 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](https://docs.ndumed.co/billing/hmo.md).
> * 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.


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