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  1. HotDoc Support
  2. Payments
  3. Troubleshooting and Advice

  1. HotDoc Support
  2. Payments
  3. Troubleshooting and Advice
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Why wasn't the invoice synced to the Dashboard?

Last updated 30 October 2020 05:03

Question

Why did an invoice not sync into the Dashboard as expected and how do I collect the payment for that appointment? 

 

Solution

For those using HotDoc Payments on Best Practice, there can be some reasons why HotDoc will not sync a patient invoice as expected:

  1. You may click Pay now and pay the invoice in Best Practice instead of clicking Store.

    In this case, the Act $ amount will appear as - in the Dashboard as the invoice has already been paid. From here, press Collect and type in the actual payment amount then press Collect Amount to charge the patient.

    invoice_sync_paid_-__.png

    collect_payment_after_paying_invoice_in_bp.png

  2. An account may not be linked to a patients appointment.

    In this case, the Act $ amount will appear as - in the Dashboard. Follow the steps above to collect the payment.

  3. You may need to create more than one invoice for a patients appointment.

    For example, one invoice is for Bulk Billing and the other is for Privately Billing. HotDoc will sync both invoices but only show the invoice of the latest one. Our Product Team are still working make changes to this process. 

If you have followed the above steps, and still find you are encountering some issues with collecting the payment, please contact us via the green Support button below with some further details about the issue and our Support Team will assist as soon as possible!

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