Revenue
Desk Payments (POS)
For clinics that collect at a till: a booked visit, a laboratory request or an imaging request is sent to the cashier’s point of sale as an order to pay, with the patient as the customer and the reference on the receipt. The record shows when it was paid.
For:ReceptionCashiers
Where:on the appointment or request: Send to cashier · Point of Sale
Before you start
- A POS
- Point of Sale › Configuration › Point of Sale: create “Reception Desk” with its payment methods (cash, card).
- Open session
- The cashier opens the session in the Point of Sale app at the start of the day; Send to cashier needs an open session.
How to
Send a booking to the cashier
- On the appointment (or the laboratory or imaging request), click Send to cashier.
- The order appears in the open POS session with the service and the price; the appointment shows “Waiting at the cashier”.
Take the payment in the POS
- In the Point of Sale, open the order from the orders list (search the patient or the reference).
- Take the payment; print the receipt.
- The appointment or request now shows “Paid at the desk”; the POS order button opens the receipt.
Questions the desk asks
No point of sale session is open.
The cashier opens one from the Point of Sale app; then Send to cashier works.
See also: Bills, Charges & Cashier Appointments, Queue & Teleconsultation Laboratory & Specimens