Payments
Payments, Deposits and Refunds
How to process a payment🇨🇦🇮🇪🇦🇺🇬🇧 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 record🇦🇺🇬🇧🇨🇦🇮🇪 AU, UK, CA, ROI - Deleting payments from the 'Account' tab in the patient record
How to process a refund🇨🇦🇮🇪🇦🇺🇬🇧 CA, ROI, AU, UK - How do I process a refund for patients in credit? & how do I process a refund for work carried out? 👇
How to take a deposit using the old account screen🇨🇦🇦🇺🇮🇪🇬🇧 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 record🇦🇺🇮🇪🇬🇧🇨🇦 AU, ROI, UK, CA - Let's take a look at how to take deposit payments, process payments and manage accounts.
Changing Payment Details🇨🇦🇮🇪🇦🇺🇬🇧 CA, ROI, AU, UK - How to change payment details
How to send payment links to patients🇦🇺🇬🇧🇨🇦🇮🇪 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 🇦🇺🇦🇺 AU only - How to process a refund in Dentally?
Multi-Merchant - AU🇦🇺 AU only - A guide to HICAPS and Tyro multi-merchant.
How to show pending payments in a patient's account - CA only 🇨🇦🇨🇦 CA only - Recording and managing pending payments on a patient's account, for incoming insurance payments
When to record a pending payment 🇨🇦🇨🇦 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 screen🇦🇺 🇬🇧 🇨🇦 🇮🇪 AU, UK, CA, ROI - Taking advanced payments to be held against an account and later allocated to a specific invoice.