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Sometimes patients know they owe a shortfall before Effra does and want to pay you directly. We always recommend taking a payment if the patient is offering to pay. Once the patient has paid, you need to mark the invoice as paid in Effra so we don’t send the patient an invoice. You can do this by using the “Add payment” button on the invoice page.
Payments that you manually add in Effra are not automatically recorded in your practice management system (PMS).
Screenshot showing how to add a direct patient payment