Payment Processing

Payments are processed through ERPNext's Payment Entry.

To record a Payment:

Home → Accounting → Payment Entry → New
(or Sales Invoice → Open Invoice → Create → Payment)

Recording a Payment

1. From a submitted Sales Invoice, click Create > Payment Entry
2. Or create a Payment Entry directly from the Payment Entry list
3. Configure:

Field	Description
Patient/Customer	Who is paying
Amount	Payment amount
Mode of Payment	Cash, Card, UPI, Bank Transfer, etc.
Reference Number	Transaction reference
Invoice Reference	Which invoice(s) this payment covers

Healthcare Payment Records

Healthcare Payment Records provide a healthcare-focused view of financial transactions, tracking payments across:

• Patient billing
• Insurance settlements
• Package subscriptions
• Advance payments

Payment Integration with Insurance

When insurance is involved:

1. The patient pays their co-pay portion
2. The insurance claim is processed for the covered amount
3. The insurance payor settles their portion separately
4. Both payments are linked to the original invoice