# Payment Options & Summary This section enables users to manage payment-related actions, including: * Selecting payment modes (e.g., cash, card, bank transfer) and applying split payments across multiple modes.
* Managing balance actions, such as adding the balance amount to the overdue balance, adding it to advance, or consuming from the existing advance balance. * Contains the **Payment Summary** section to view the summary of the payment-related actions. ## Payment Modes The available payment modes include: * [**Cash**](#cash) * [**Card**](#card) * [**Bank Transfer**](#bank-transfer) * [**Payment Gateway**](#payment-gateway) * [**Others**](#others)**:** AMEX, Crypto, Selfologi, and Tabby. * [**Coupons**](#coupons) For certain payment options such as cheque, bank transfer, and payment gateway, the payment must pass through the Banking Process before it is marked as received. Refer to the [**Banking Process**](/uniteemr/application-modules/banking-process.md) section for more information on clearing the banking process. Fields marked with a red box are mandatory. Payment modes can be enabled or disabled based on configuration and clinic requirements. ### **Cash** * Enter the amount in the **Amount Received** field.
### **Card** * To collect payment via card, select the **Card** section, enter the amount in the **Amount Received** field, provide the card number, choose the card type, enter the cardholder’s name, select the card expiry date, and enter the authorization code and bank name.
### **Cheque** * To collect payment via cheque, select the **Cheque** mode, enter the amount in the **Amount Received** field, provide the surcharge amount (if applicable), enter the cheque number, cheque holder's name, bank name, and branch, select the cheque date, and clear the [banking process](/uniteemr/application-modules/banking-process.md) to mark the amount as received.
### **Bank Transfer** * To collect payment via bank transfer, select the **Bank Transfer** mode, enter the amount in the **Amount Received** field, provide the surcharge amount (if applicable), enter the **Transaction ID**, select the **Transaction Date**, and enter the **Bank Name** and **Bank Branch**, then clear the [banking process](/uniteemr/application-modules/banking-process.md) to mark the amount as received.
### **Payment Gateway** * To collect payment via a payment gateway, select the **Payment Gateway** mode, enter the amount in the **Amount Received** field. Then, click the **Payment Link**icon above the **Payment Summary** section. The system sends the payment link to the patient’s registered email address.
* After the patient completes the payment, record the **Transaction ID**, select the **Transaction Date**, and enter any relevant **Remarks**. If needed, use the auto‑populated **Payment Link** to share the link manually with the patient. Once the banking process is complete, clear the transaction to mark the amount as received.
{% hint style="warning" %} **Payment Gateway** is an integrated feature available to facilities that have opted for it. When a facility opts for this feature, staff use the Payment Gateway while creating invoices to collect payments electronically. {% endhint %} ### **Others** Additional payment modes include AMEX, Crypto, Selfologi, and Tabby: * **AMEX**: Navigate to **Others > AMEX**. Enter the collected amount, transaction ID, transaction date, authorization code, and remarks. * **Crypto**: Navigate to **Others > Crypto**. Enter the collected amount, currency name, currency value, transaction ID, transaction date, authorization code, and remarks. * **Selfologi**: Navigate to **Others > Selfologi**. Enter the collected amount, transaction ID, transaction date, authorization code, and remarks. * **Tabby**: Navigate to **Others > Tabby**. Enter the collected amount, transaction ID, transaction date, authorization code, and remarks.
### **Coupons** * If the facility has enabled **Campaigns and Coupons**, an additional tab will appear in the **Payment Options** section. This tab is specifically to capture details of physical coupons presented by the patient for redemption against the current invoice. Enter the coupon details in this section to apply the discount. A remove option is available to delete the entered details if needed.
*** ## Associated Features ### Cash Return * Balances are marked as **Cash Returned** unless added to the advance balance.
### Add as Advance * When the entered payment amount exceeds the invoice amount, the **Add as Advance** checkbox appears above the payment collection section. Select this checkbox to add the balance amount to the advance. Once the invoice is saved, the balance amount will be added to the advance. If the checkbox is not selected, the balance amount will be marked as [**Cash Returned**](#cash-return)**.**
* Users can also directly collect and manage advances from the Advance Management screen. Refer to the **Advance Management** section for more details. ### Use Advance Advance balances can be consumed for invoice payments. If the patient has an available advance balance, the **Use Advance** option will appear. To consume the advance: * Select the **Use Advance** checkbox.
* Choose the advance consumption level (e.g., Business Unit, Clinic, Department, or Doctor).
* Click **APPLY** to consume the advance. * Save the invoice to finalize the transaction. The consumed advance will be deducted from the balance. ### Reverse Advance To edit or cancel an invoice with an advance added or consumed, reverse the advance to accurately update the advance balance after the invoice is modified. To reverse an advance applied to an invoice: * Click the **REVERSE ADVANCE** button. The **Advance Reversal Information** pop-up will appear.
* Review the **Advance Added** table, which displays details such as transaction date, advance type, credit type, and credit amount. * Click **REVERSE** to proceed. The advance will be successfully reversed.
*** ### **Use Credit Note** **Credit note** balances can be applied to invoice payments. If the patient has an available credit note balance, the **Use Credit Note** option appears in the **Payment Information** section. To consume the credit note: * Select the **Use Credit Note** checkbox. The **Credit Note** pop-up appears.
* In the **Credit Note** pop-up, select the checkbox and enter the amount to be consumed. Click the **APPLY** button.
* Save the invoice. The consumed amount is deducted from the credit note balance and appears as **Credit Note Consumed** in the **Payment Summary** section. {% hint style="info" %} To learn more about issuing a credit note, refer to the[ **Issue a Credit Note**](/uniteemr/application-modules/billing/invoice/edit-invoice/credit-note.md) section. {% endhint %} *** --- # Agent Instructions: Querying This Documentation If you need additional information that is not directly available in this page, you can query the documentation dynamically by asking a question. Perform an HTTP GET request on the current page URL with the `ask` query parameter: ``` GET https://unitecare.gitbook.io/uniteemr/application-modules/billing/invoice/invoice-sections/payment-options-and-summary.md?ask= ``` The question should be specific, self-contained, and written in natural language. The response will contain a direct answer to the question and relevant excerpts and sources from the documentation. Use this mechanism when the answer is not explicitly present in the current page, you need clarification or additional context, or you want to retrieve related documentation sections.