Who is this article for?
This article is for practitioners and clinic managers in clinics that have enabled payment functionality.
In Konfidens, you may send invoices in various ways.
Using Konfidens Pay (recommended)
The payment status is updated automatically as soon as the invoice is paid.
Using manual invoicing
Konfidens creates the invoice, you send it to the client via email and they pay by bank transfer or cash. Since Konfidens doesn't have access to read the transactions in your bank, you need to these invoices as paid manually.
What happens if I don't mark the invoice as paid?
Nothing happens automatically. We do not send any reminders to the client.
However, your payment reports may not be quite up to date, and you might see notifications around the system about unpaid invoices that are not actually unpaid.
How do I mark an invoice as paid?
Navigate to your invoice.
You can find it under the Invoices tab on your client, or from any of the reports.
Click the register payment button
Select the payment method and date
Click register payment.
How do I add payment information to an externally handled invoice?
This is not required. Payments (or missing payments) for invoices that are managed in other systems do not affect the interface in Konfidens. If, for your own records, you'd still want to log payments even though the invoice was issued from another system, you can select Add payment details:
