How do I take a deposit?
Take a look at the demo below, or skip to...
The following demo shows 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 “receipt number” 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.
