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/allocating' (wording may vary).
💡 Top tip: Leave the payment unexplained/unallocated so when the treatment is charged through in the future it can be allocated automatically 🎉
📝 Please note: You may see these unexplained/unallocated 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.
Allocating a deposit
Although not recommended, If you would rather these deposits do not show as unexplained/unallocated amounts on your reports in Dentally then you can explain/allocate them by following the below instructions:
When on the patients 'Account' tab, and a deposit has been taken.
Click on the 'Explain'/'Allocate' orange question mark icon, to the right of the payment.
Add in your notes against the deposit and click 'Save'.
This will explain/allocate the payment for the time being so it no longer appears as unexplained/unallocated 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.