How do I take a deposit?
Go to the patient's record, navigate to their 'Account' tab and click 'Take Payment'.
Enter the deposit amount in the 'To pay' field and choose the payment method
If this is a Debit or Credit card enter the 'receipt number' from the card receipt if you so wish.
Click 'Save' to finalise the deposit payment.
How a deposit will appear
The deposit payment will show in the payments section within the patients 'Account' 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 then appear as an allocated/explained amount.
Explaining a deposit
Although not recommended, If you would rather these deposits do not show as unexplained amounts on your reports in Dentally then you can explain them by following the below instructions:
When on the patients 'Account' tab, and a deposit has been taken.
Click on the 'Explain' orange question mark icon, to the right of the payment.
Add in your notes against the deposit and click 'Save'.
This will explain the payment for the time being so it no longer appears as unexplained on your financial reports.
You can delete an explanation by clicking the 'Delete' 🗑️ bin icon next to the green tick on your patients 'Account' screen.
🚨 Important: 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.