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Taking Deposit Payments
Taking Deposit Payments

Lets take a look at how to take deposit payments in Dentally 👇

Amber Morris avatar
Written by Amber Morris
Updated over a week ago

How to take a deposit video example...

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The following gif demonstrates the deposit taking process 👇


Step-by-step instructions;

  • Go to the patient's record

  • Click on either their 'account' tab or the patient's balance in the top right-hand corner.

  • Click Take Payment in the accounts tab.

  • Enter the deposit amount in the “To pay” field

  • Choose the payment method

    • If this is a Debit or Credit card enter the “auth code”

      from the card receipt if you so wish.


After processing the deposit

The deposit payment will show in the payments section within the accounts tab and in the “Summary” column you will see 'This payment needs explaining'.

Top tip - Leave the payment unexplained so when the treatment is charged through in the future it can be allocated automatically.

Please note - you may see these unexplained amounts on your reports but as and when the treatments are carried out and the invoices are charged through these will correct themselves.


Explaining a deposit

If you would rather these deposits do not show as unexplained amounts on your reports in Dentally then explain them by following the below instructions.

Please note - Once the work has been carried out and the invoice raised, you will need to delete the payment explanation and point the payment to the invoice instead. You can delete an explanation by clicking the bin icon next to the green tick on your accounts screen.

  • Click on the orange question mark

  • Add in your notes against the deposit.

  • Click save.

deposit

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