Accounting and payments
How to add a payment to accounting
Recording a payment collected from a patient in MetoCRM's accounting screen: the Payment button and the fields it asks for.
Where to find it
Accounting
The accounting screen is where payments collected from patients are recorded: the deposit, interim payments and the outstanding balance. Payment in medical tourism almost never arrives in one instalment, so keeping who paid what in one place is foundational to the operation.
Records attach to the patient, so the place you see a payment is the patient's own card.
Before you start
- The patient record — and the quote, if there is one — should already exist.
Step by step
- Click on the Accounting button from the menu on the left.
- On the page that opens, click the Payment button on the right.
- After filling in the fields on the screen that opens, click the Save button at the bottom right.
Tips and common mistakes
- Tip Enter the currency and date consistently with the quote. Most exchange-rate disputes come from a payment logged on a different date or rate.
- Careful This is not a replacement for statutory bookkeeping; it exists so the operation can track balances. Official records belong in your accountant's system.
Frequently asked questions
Where do I see the outstanding balance?
On the patient card and in the accounting lists. The quote total minus recorded payments gives you the balance.
How do I list patients whose deposit is outstanding?
The Pending Payments screen exists for exactly that, listing records still waiting on a deposit.
How do I record a refund?
Enter it as a negative movement and write the reason in the description, so the net collected figure stays correct.