From a patient’s account tab you can see invoices and payments.
To make a payment click on the ‘Take Payment’ button and enter the payment information.
When choosing the payment method, click on ‘Payment Method’ which will have a drop down box of various methods to choose from.
You will need to select which Practitioner the payment is being taken for. It will default to the patient’s registered dentist.
After choosing the Payment method, Payment plan and Practitioner and saving the payment it will appear in the Payments section. 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 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. Just click on the orange question mark by the payment and then state how much of the payment you wish to use and which invoice you wish to use it against.