Create a Deposit for a Patient


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

This is entered as a deposit.

  1. Go to Patient Records > Receipts tab

  2. Receipts menu / New Receipt icon

    1. Enter the Amount

    2. Select the Payment Type

    3. If there are no outstanding invoices, the receipt will be created as a deposit.
    4. If there are outstanding Invoices, remove the tick from Autoallocate Payments. The payment will then be created as a deposit.

    5. Click Create / Print

Provider for New Deposit Payments

Allocate a Deposit to an Invoice

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