💡 Top tip: If a payment has been taken incorrectly, you will need to delete the invoice and recharge - you cannot "undo" the charge, but you can refund the patient.
From a patient’s 'Account' tab you can see invoices and payments.
There are two stages to taking a payment:
Take the payment
Explain the payment against an invoice
![Screen Recording 2024-04-03 at 15.07.22.mov [video-to-gif output image]](https://dentally.intercom-attachments-1.com/i/o/1010567816/0229a664b66e2ebf3cbebfde/ezgif-5-bcfa480fcc.gif?expires=1734803100&signature=3a591bcf72b21b70aa70cf0c76a7eb510435e71add16e2976c9aa9787466256a&req=dSAmFsx4moleX%2FMW1HO4zWIdnomTwcqAoFmQJTnbHx2IeBNHly44ZCWyNFdM%0A%2F4Wa4MmYVoC10HEGHYc%3D%0A)
💡 Top tip: Payments need to be explained - this can be done automatically or manually.
How do I take a payment?
Select your patient
Go to their account tab
To make a payment, click on the ‘Take payment’ button and enter the payment information.
To pay - 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 (only on balances of less than £1000). You can change the amount by typing it in the field.
Payment Method - choose the payment type the patient will use.
Date - the date will automatically be today's date. If the payment was taken on another date, change the date here to the correct one.
Location - if your practice has multiple sites, select the site where the payment was taken.
Transaction Number - usually used for inputting a credit card transaction reference in (eg the number printed on a receipt). You can leave blank if not applicable.
📝 Please note: Users on certain versions of Dentally will see a 'Practitioner' field. If this field is visible, you may select the practitioner for the payment (or you can choose to leave it blank) - however if you do select a practitioner, and then you later need to amend this, you will have to delete and redo the payment. Recommended best practice for allocating payments is explaining/unexplaining, read more about this here.