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  • To track clients payments, you go to Dashboard -> Billing. And from the top menu choose Payments.

Payments1
Payments2

  • This way you can track all the payments made by the client like copays or the amount the client was responsible for.
  • There is a filter option available where you can filter by date range and by option if the copay was applied or not.
  • Mass assign button can be used to apply all the collected copay payment to place it should be applied.
  • "Find missing" can be used to find all the missing copays that have not been applied yet.