How to reconcile payments received via Scratch Pay with your practice management system
The Reconciliation tab on your Scratch Pay dashboard allows you to keep track of which invoices in your practice management system (PIMS) paid via Scratch Pay have been marked as paid.
To reconcile payments received via Scratch Pay with your PIMS, click on the Reconciliation tab on the left-hand menu. The default view will filter to payments made on the current day. To mark a payment received as reconciled with your PIMS, click on the calendar icon at the far left of the payment in question's row. Select the date on which you entered that payment into your PIMS.
You can filter payments by payment date or by reconciliation date at the top of the screen. Select "Clear Filter(s)" to view all payments.