Create a Deposit for a Patient

Follow

A patient may wish to make payments prior to the Treatment being performed.

This is entered as a deposit.

  1. Click the navigation menu > Patients > Receipts page

  2. Receipts toolbar > New Receipt
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    1. Enter the Amount

    2. Select the Payment Type

      1. If there are no outstanding invoices, the receipt will be created as a deposit
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      2. If there are outstanding Invoices, remove the tick from Autoallocate Payments. The payment will then be created as a deposit.
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    3. Click CREATE or PRINT

       

Links:

Provider for New Deposit Payments

Allocate a Deposit to an Invoice

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