Payments
Payments, Deposits and Refunds
By Clare and 2 others3 authors11 articles
- How to delete a payment🇬🇧🇮🇪🇦🇺🇳🇿🇨🇦 UK/ROI, APAC, CA - Deleting payments from the 'Account' tab in the patient record
- How to refund a patient🇬🇧🇮🇪🇦🇺🇳🇿🇨🇦 UK/ROI, APAC, CA - How to process a refund for patients in credit/not in credit
- How to manage payments in the patient record🇬🇧🇮🇪🇦🇺🇳🇿🇨🇦 UK/ROI, APAC, CA - Where to find and manage payments and invoices
- How to change the details of a payment after it is taken🇬🇧🇮🇪🇦🇺🇳🇿🇨🇦 UK/ROI, APAC, CA - How to change payment details
- How to send payment links to patients🇬🇧🇮🇪🇦🇺🇳🇿🇨🇦 UK/ROI, APAC, CA - Pay for treatment online with a payment link sent straight from the practice to the patient.
- How to refund a patient via an integrated payment terminal🇦🇺 AU only - How to process a refund in Dentally using if you have an integrated terminal
- 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🇬🇧🇮🇪🇦🇺🇳🇿🇨🇦 UK/ROI, APAC, CA - Taking advanced payments to be held against an account and later allocated to a specific invoice.
- How to take a payment🇬🇧🇮🇪🇦🇺🇳🇿🇨🇦 UK/ROI, APAC, CA - Process a payment new payment, either for a specific invoice or to allocate later.