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Take vs Make Payments (article)

 

PIMSY has several areas where the user logged in can Take Payments or Make Payments if the payment feature is permitted in their profile.

What is the difference between Take Payment or Make Payment?

The Take Payments button in the My Sal Calendar, the client's chart or wherever there is a button for payments in PIMSY, opens a window where you can receive the client’s payment. This payment applies to the appointment selected.

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If you click on a Make Payment button, such as in the Provider Portal, to collect a payment for a client, it is a general payment on the account and is not connected to a specific invoice. The payment can be tied to an invoice later.

 

 

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