When enabled for an organization, payments can be entered for clients, payments can be applied to Chart Items, and invoices can be generated for clients.

You can add a payment from either the Payment report by clicking the New button or on the Chart Item by clicking the Add Payment button in the Client Payment section of the Chart Item. Once a client payment has been added then you apply that payment to one or more chart items. Once all the money has been applied to one or more chart items the payment automatically goes to final. There are two ways to apply the payment: From the chart item or from the payment. 

To apply a payment from the chart item, scroll down to the Client Payment Information section, select a payment that still has an unapplied amount, enter how much of that payment you want to apply, and click the Apply Payment button. To apply a payment from the payment itself, select a chart item you want to apply the payment to from the available list, select the type of payment (Copay, Deductible, Refund, or Payment), enter the amount you want to apply, and then click the Update button. Chart Items that are not yet Final are available to be selected. From the payment you can also update the status of any chart item listed using the status drop down and the Set Status Button.

Once a payment is added you then apply that payment to one or more chart items.