From a patient’s account tab you can see invoices and payments.
There are 2 stages to taking a payment:
1 - Take the payment
2 - Explain the payment against an invoice
To make a payment click on the ‘Take Payment’ button and enter the payment information.
Enter the amount of payment. If there is an outstanding amount on the account, the full amount will automatically be filled in on this field. You can change the amount by typing it in the field.
Select payment method.
The date will automatically be today's date. If the payment was taken on another date, enter the new date here.
Select which Practitioner the payment is being taken for. It will default to the patient’s registered dentist.
Select the payment plan
Select the location
Explain the payment
Dentally will automatically allocate your payment to any outstanding invoices for the patient, starting with the oldest. In Dentally, we call this ‘explaining’ the payment. You will be shown details of any explanations, grouped together with the Invoice numbers they have been explained against.
(If you wish to stop automatic explanation of payments, do this in Settings > Practice Settings > Other > Payments.)
If there are no outstanding invoices to explain the payment against, it will remain unexplained, with an orange question mark against it and the patient will be credited.
When an invoice is raised for the patient, any unexplained payments will be allocated to it in the same manner as above.
If you have any unexplained payments that you need to explain against an invoice, you can do this manually.
Click on the orange question mark by the payment
State how much of the payment you wish to use
Select which invoice you wish to use it against.
The payment will now show as explained in the list of payments.