The Payments section handles money your patients owe you — recording payments, sending invoices, emailing receipts, and tracking outstanding balances. (This is separate from your own FrontDesk subscription, which lives under Billing.)
Open it from Payments in the left navigation.
Record a payment
On the Payments tab you'll see every patient payment with its status (paid, pending, refunded).
- Record a payment — enter the amount, method, and a description.
- Send a receipt — email the patient a branded receipt for a payment.
- Refund — process a refund on an existing payment.
Send an invoice
Build an invoice with the Invoice Builder:
- Add line items, amounts, and a due date.
- Send it to the patient by email.
- The invoice includes a Pay Now button that opens a secure public payment page.
- When the patient pays — or when you collect payment in person — record it against the invoice.
See who owes you
The Aging report tab groups outstanding balances by how overdue they are:
| Bucket | Meaning |
|---|---|
| 0–30 days | Recently invoiced |
| 31–60 days | Getting late |
| 61–90 days | Overdue |
| 90+ days | Seriously overdue |
Summary cards show your total collected, total outstanding, and total overdue at a glance.
Good to know
- Emails need a verified sender. Receipts and invoices send from your practice's email address — set it up first under Settings → Email so they land in inboxes, not spam.
- Receipts are branded. They use your practice name and reply-to address automatically.