Skip to content
Veona Help Centre

Take a Payment, Deposit or Refund

When a patient settles their bill, the cashier records it against the invoice. Veona handles the everyday money movements: collecting a payment that decrements the balance, holding a pre-paid deposit for later, and starting a refund when money needs to go back. Payments can also come in through the payment gateway when a patient pays from their own portal. This page covers all three at the cashier desk.

Who / when: the cashier, whenever a patient pays, leaves money on account, or is owed money back. An invoice is the bill presented for settlement; a deposit is money held in advance against future charges; a refund returns money to the patient. The payment gateway is the online card/transfer rail (Veona uses Paystack) used for self-service payments. A UHID is the patient’s permanent Unique Health Identifier. We’ll follow Tunde, a cashier.

  1. Tunde (cashier) — opens Bill → Cashier (or Bill → Payments) and finds the patient’s invoice, by UHID or invoice number.
  2. Tunde — to take a payment, records the amount and method (cash, card, transfer) against the invoice. The payment posts and the invoice balance decrements immediately; once fully settled the invoice leaves the Unpaid state.
  3. Tunde — to hold money in advance, opens Bill → Deposits and records a deposit on the patient’s account. The deposit sits ready to be applied against future charges rather than against a specific issued line yet.
  4. Tunde — to return money, opens Bill → Refunds and requests a refund. The request does not pay out on its own — a Billing Manager must approve it before any money moves.
  5. The patient (self-service) — alternatively, the patient pays online from their portal: they top up a wallet or pay an invoice directly, the payment gateway processes it, and the settled amount posts against the invoice the same way a desk payment does. The patient-side steps are in Top Up a Wallet and Pay Invoices.

What happens next

Section titled “What happens next”

Each recorded payment moves the invoice toward settled and is reflected on the patient’s balance immediately. Patients can follow their own bills and pay online — see Top Up a Wallet and Pay Invoices and View Bills in the Portal. For reversals and corrections that go beyond a straightforward payment — void, credit note, estimate, payment plan — see Void, Credit, Estimate and Plan in the Revenue Cycle.

Follow the trail

Section titled “Follow the trail”