Insurers settle claims in batches: one bank transfer covering many invoices, listed on a remittance advice. Pabau's Remittance tool records that payment once and marks every matched invoice as paid — including partial payments where the balance falls to the patient.
This guide is for practices in the United Kingdom. Claims are submitted electronically through the Healthcode clearing service, with additional tools for BUPA membership checks and insurer remittances.
1. Open Payment Remittance
Go to Money → Remittance. The list shows every remittance with its reference, insurer, amount, remaining balance and status:
2. Create the remittance
Click Create remittance and pick the insurer whose payment you're recording:
Then enter the remittance details — the reference number from the remittance advice, the payment date and time, and the amount received against the payment method:
For BUPA remittances, the Find BUPA invoices button pulls the paid invoices straight from your BUPA Providers Online account so you don’t have to match them by hand.
3. Match the payments
Step 3 lists the insurer's outstanding invoices. Use the search to find each invoice on the remittance advice, select it, and click Match Payments — or Resume Later to save a draft and finish when you have time:
Confirm the match and each invoice is marked Paid; the claim rows in Money → Claims and the client's Financials update too.
4. Handle shortfalls
If the insurer paid less than the invoice — an excess, a co-payment, or a line they declined — reissue the invoice from the remittance flow. Pabau creates a credit note against the original, raises a new shortfalled invoice for the balance (to the patient), and notes the credit reason and remittance number on the invoice for the audit trail.
Paid remittances can’t be edited or deleted — check the amounts before the final match. Draft remittances (Resume Later) can be edited freely.