How to Split a Charge

You can split a charge across multiple payment methods directly from an invoice. This is helpful when patients want to pay using a credit card, ACH, cash, or check.

Step 1: Access the Invoice List

• Navigate to Billing > Invoices.

Step 2: Locate and Open the Invoice

• Find the invoice for which you want to split charges.
• Click on View Invoice to access its details.

Step 3: Add new payment methods

• When editing the invoice, select the + Payment button.
• Adjust the amounts and enter the details for the additional payment method(s).
• Save your changes.

Step 4: Verify the Changes

• Review the invoice to confirm the charge has been split.
• Confirm that the charge has been divided correctly across the selected payment methods.

Note

You can add as many payment methods as needed. Each payment will appear in the invoice history for full transparency.