Payments
Payments, Deposits and Refunds
How to process a payment๐จ๐ฆ๐ฎ๐ช๐ฆ๐บ๐ฌ๐ง CA, ROI, AU, UK - How to take a payment from the patient's account tab and allocate payments manually
How to delete a payment in the patient record๐ฆ๐บ๐ฌ๐ง๐จ๐ฆ๐ฎ๐ช AU, UK, CA, ROI - Deleting payments from the 'Account' tab in the patient record
How to process a refund๐จ๐ฆ๐ฎ๐ช๐ฆ๐บ๐ฌ๐ง CA, ROI, AU, UK - How do I process a refund for patients in credit? & how do I process a refund for work carried out? ๐
How to take a deposit using the old account screen๐จ๐ฆ๐ฆ๐บ๐ฎ๐ช๐ฌ๐ง CA, AU, ROI, UK - Taking an upfront payment or deposit for work that is to be carried out in the future
How to manage payments in the patient record๐ฆ๐บ๐ฎ๐ช๐ฌ๐ง๐จ๐ฆ AU, ROI, UK, CA - Let's take a look at how to take deposit payments, process payments and manage accounts.
Changing Payment Details๐จ๐ฆ๐ฎ๐ช๐ฆ๐บ๐ฌ๐ง CA, ROI, AU, UK - How to change payment details
How to send payment links to patients๐ฆ๐บ๐ฌ๐ง๐จ๐ฆ๐ฎ๐ช AU, UK, CA, ROI - Pay for treatment online with a payment link sent straight from the practice to the patient.
How to refund a patient in Dentally ๐ฆ๐บ๐ฆ๐บ AU only - How to process a refund in Dentally?
Multi-Merchant - AU๐ฆ๐บ AU only - A guide to HICAPS and Tyro multi-merchant.
How to show pending payments in a patient's account - CA only ๐จ๐ฆ๐จ๐ฆ CA only - Recording and managing pending payments on a patient's account, for incoming insurance payments
When to record a pending payment ๐จ๐ฆ๐จ๐ฆ CA only - Knowing when to record your pending payment will vary from claim to claim, every scenario is different!
How to take and manage deposits using the new account screen๐ฆ๐บ ๐ฌ๐ง ๐จ๐ฆ ๐ฎ๐ช AU, UK, CA, ROI -ย Taking advanced payments to be held against an account and later allocated to a specific invoice.