Overview
Attaching a payment to a note in PIMSY ensures accurate tracking of financial records and service documentation. From the Take Payments screen, users can quickly link unassigned payments to the appropriate note and SAL, helping maintain clean records and reducing reconciliation errors.
Required Permissions and Prerequisites
- This article is in reference to our Desktop application
- Please ensure you have the appropriate administrative profile assigned for managing Notes and SAL Appointments, as well as Invoicing Self Pay - Co Pay rules
Step-by-Step Instructions
Step 1: Navigate to the Take Payments Screen
From the top navigation menu, go to:
Clients > Client Management
Select a client to access their client chart. Click the Take a Payment button on the far right of the client chart.
Once in the Take a Payment screen, click Payment History to locate the payment in question. Click Edit next to the appropriate invoice line.
Step 2: Linking the Payment to a Note
In the Take a Payment screen of a client chart, if a payment is not attached to a SAL, you can link it by populating the service date and bill code (if known) and then clicking Attach Note.
Any notes that share the same criteria as the payment (billing code, service date, client) will be listed in the Attach Note pop-up.
Select the correct note and click Attach Note.
Step 3: Final Result
Close out of the Attach Note window.
The Take a Payment screen will then display the payment linked with both the Note # and SAL #.