---
title: Process payment from the Appointments view
slug: portal-sub/process-payment-from-the-appointments-view
docTags: 
createdAt: 2026-03-04T12:03:14.754Z
---

To process payment from the Appointments view, complete the following steps:

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Go to the Appointments view.
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Select the patient and click **Payment** on the main menu.

- The Payment screen appears.
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:::WorkflowBlockItem
Enter the invoice amount in the **Amount** field.

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:::WorkflowBlockItem
Click the **as** drop-down and select the form of payment.

![](https://api.qa.archbee.co/api/optimize/zICxj0dnLereb6UUrBA3-/MzIzb_oljtcwMILHG2dqb_woki5lntmzrhmgeh8ngkgm83e5xoesbiyg1.png)
:::

:::WorkflowBlockItem
Enter the code of the person to whom the payment is made in the **Paid to** field.

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:::

:::WorkflowBlockItem
Click the plus sign in the Unmatched Items panel. NEED SCREENSHOT SHOWING THE PLUS SIGN
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Click the column next to the invoice being paid to place a checkmark.

::Image[]{src="https://api.qa.archbee.co/api/optimize/zICxj0dnLereb6UUrBA3-/eB-8HRCQlo0FLAv-WNGU9_jjm1ak2o12bm0fwiepi41xyrvvbosgia.png" size="84" isUploading="false" initialPath="assets/-jjM1ak2_O12bM0fWiEpI41XYRVVBosGiA.png" githubPath="en/Financial/Invoicing and Payments/assets/-jjM1ak2_O12bM0fWiEpI41XYRVVBosGiA.png" position="flex-start" showCaption="false"}
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:::WorkflowBlockItem
Click **Allocate**.  NEED SCREENSHOT
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:::WorkflowBlockItem
Click** OK**. NEED TO SAY WHAT HAPPENS NEXT.
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