# Credit Company Payment Management

## Introduction

**Credit company payment management** covers the lifecycle of bills sent to insurance companies, corporate clients, and other credit organisations — from initial billing, through claim verification, to final settlement. Bills marked as Credit payment are held as receivables until the credit company makes a payment.

## Navigation

Main Menu → Financial Transaction Manager → **Credit Company** tab
OR
Main Menu → Finance → **Credit Company Management**

## Credit Company Billing Workflow

```
Patient billed (Credit method) → Credit bill created → Sent to CC for claim
       → CC reviews and settles → Payment received → Bill settlement recorded
       → Outstanding balance updated
```

## Viewing Outstanding Credit Bills

1. Navigate to the Credit Company tab.
2. Select the **credit company** from the list.
3. The outstanding bills list shows all unpaid credit bills:
   - Bill date, bill number, patient name
   - Gross amount, co-payment collected, balance due from CC
   - Days outstanding, status

## Managing a Credit Bill

| Action | Description |
|---|---|
| View Detail | Open the full bill with all charge line items |
| Print Claim | Print the bill in claim format for submission to CC |
| Add Remark | Add a note (e.g., "Claim submitted on 15 May") |
| Mark as Submitted | Flag the claim as submitted to the CC |
| Settle | Record payment received from CC |
| Cancel | Cancel the credit bill (authorised users) |

## Submitting a Claim to the Credit Company

1. From the outstanding bills list, select the bill(s) to submit.
2. Click **Print Claim** to produce the claim document.
3. Submit to the insurance company through your facility's process (email, portal, postal).
4. Click **Mark as Submitted** and enter the submission date.

## Grouping Bills for Batch Submission

1. Filter the outstanding bills list by date range or patient.
2. Select multiple bills using the checkboxes.
3. Click **Batch Claim Print** to produce a combined claim statement.
4. Submit as a batch.

## Credit Company Statement

1. Navigate to the CC tab → **Statement** sub-tab.
2. Select the credit company and date range.
3. The statement shows all billed amounts, settlements received, and current balance.
4. Export to Excel for formal statement submission to the CC.

## Technical Reference

| Item | Detail |
|---|---|
| BillType | `OpdBill`, `InwardFinalBill` with PaymentMethod = `Credit` |
| Settlement | See [Credit Company Bill Settlement](Finance-Credit-Company-Bill-Settlement.md) |
| Cancellation | See [CC Bill Cancellation Approval](Finance-CC-Bill-Cancellation-Approval.md) |