In focus: Processing a payment

On this page, you’ll find all our help resources regarding how to take payments in Animana.

Instructional videos on payments

These videos are part of the free online course An introduction to Animana. Click here to go to the course.

Help articles on payments

Creating a new payment

Amending or refunding a payment

Reporting on payments

Other

Payments FAQs

What is R & B?
“R & B” stands for “Round and Book difference”.

If you wish to round the payment of an invoice, select this checkbox. When selected, the “Paid Now” amount will automatically be rounded to the nearest 5p. If you enter a manual amount which is more than 50p different from the “Paid now” amount, the difference will be shown in red. When ticked, all differences will be booked to a special ledger for payment differences.

Where does the payment description appear?

If a payment description is added when “No Payment” is selected, then the description will appear in the client file as a note prefixed with “No payment”, so it’s clear that the customer has not yet paid.. If you do not see it, ensure the “note” category checkbox is enabled in the filters at the top.

If a payment description is added when a payment is made, then the description will appear in the client file against the payment. If you do not see it, ensure the “payment” category checkbox is enabled in the filters at the top.

Is there a limit to the length of the payment description?
Yes, the payment description is limited to 140 characters.
Where do I find more invoice information in the payment screen?

Click the arrow next to an invoice row to see exactly what products and services are included in that invoice. Each invoice line will specify the date, product name, patient, quantity, price, VAT and total.

Any historical payments made against that invoice are specified below that and will show the payment date, time, payment type and transaction amount.

How do I select/unselect all invoices?
To select (or unselect) all invoices, use the checkbox toggle in the top left of the table, next to the “Invoice Number” heading.
How do I email invoices from the payment screen?

Select the appropriate invoices from the payment screen, and click the Invoice

email button.

Need more help?

We’re sorry you couldn’t find the answer you’re looking for. We recommend you contact our Customer Support team.

Updated on 3 October 2022

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