From a cash flow perspective, it makes sense to have multiple methods of accepting payment. To make this as easy as possible, Genie allows you to print a customised remittance slip at the bottom of your invoices.
Before you begin
Note: In order to use the full functionality of your remittance advices as below, you must be running Genie v9.0.5 or above.
The remittance features in Genie include BPAY and direct deposit options.
To use the BPAY features, you must have BPAY configured for use through Genie and entered your BPAY details against the relevant bank accounts. For information on how to do this, check out our Configuring and Using BPAY article.
To use the direct deposit option, you must have an account name, BSB and account number listed against the relevant bank accounts you'll be accepting payments to. You can also exclude specific bank accounts from the remittance slip by unticking Accept Direct Deposit Payments for this bank account when creating or editing the bank account in Open > Bank Accounts. For more information on setting up your bank accounts in Genie, see our Bank Accounts article.
To enable the remittance advice at the bottom of your invoices, you'll need to activate this in your Practice Preferences. Navigate to File > Practice Preferences and then double-click your clinic name. Select the Miscellaneous tab, and you'll find the Print Remittance advice checkbox under the Invoicing header.
Ticking this box will show the specific options for customising your remittance advice.
Accept Credit Cards, Accept AMEX, Accept Cheque, and Accept Money Order will dictate which checkboxes appear on the remittances along with the fields for credit card details.
Accept BPAY will show the BPAY section on the remittance, providing that your BPAY details have already been added to the bank account(s).
Accept Direct Deposit will show the Direct Deposit section on the remittance, providing that Accept Direct Deposit Payments for this bank account is ticked for the relevant bank account in Open > Bank Accounts.
Below is a screenshot of a remittance slip with all of the above options enabled.
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