Connecting a payer to an Institutions

To connect a payer to an institutions, follow these steps:

1. Expand the “LUDO” section in the side menu.

2. Then expand the “Finances” section.

3. Click “Payers” to open the list of payers.

4. Open the selected payer’s profile and go to the “Institutions” tab.

5. Click the “Assign payer to facility” button.

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• Adding a new payer

  To add a new payer: 1. Expand the “LUDO” section in the side menu. 2. Then expand the “Finances” section. 3. Select “Payers”. 4. Click the “Add payer” button. 5. Fill in the form and save it.

• Deleting a payer

  To delete a payer: 1. Expand the “LUDO” section in the side menu. 2. Then expand the “Finances” section. 3. Select “Payers”. 4. A list of payers will be displayed. 5. Go to the “Activities” column. 6. Click the trash bin icon. 7. Confirm the deletion ...

• Adding a transaction to a payer

  To add a transaction to a payer: 1. Expand the “Ludo” section in the side menu. 2. Then expand “Finances”. 3. Select “Payers”. 4. From the list of payers, select the payer you are interested in by clicking their details, e.g. their first name 5. Go ...

• Converting an institution into a payer

  To link transactions and issue invoices for an institution, it must be converted into a payer. To do this: To open the institution card, click the name of the selected institution in the list available under the “Institutions” tab. Then go to the ...

• Viewing the list of payers

  To display the list of payers: Expand the “LUDO” tab from the side menu. Then expand “Finance.” Select “Payers.” The list of payers will be displayed.