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Payments

Payments, Deposits and Refunds

How to process a payment๐Ÿ‡จ๐Ÿ‡ฆ๐Ÿ‡ฎ๐Ÿ‡ช๐Ÿ‡ฆ๐Ÿ‡บ๐Ÿ‡ฌ๐Ÿ‡ง 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 record๐Ÿ‡ฆ๐Ÿ‡บ๐Ÿ‡ฌ๐Ÿ‡ง๐Ÿ‡จ๐Ÿ‡ฆ๐Ÿ‡ฎ๐Ÿ‡ช AU, UK, CA, ROI - Deleting payments from the 'Account' tab in the patient record
How to process a refund๐Ÿ‡จ๐Ÿ‡ฆ๐Ÿ‡ฎ๐Ÿ‡ช๐Ÿ‡ฆ๐Ÿ‡บ๐Ÿ‡ฌ๐Ÿ‡ง CA, ROI, AU, UK - How do I process a refund for patients in credit? & how do I process a refund for work carried out? ๐Ÿ‘‡
How to take a deposit using the old account screen๐Ÿ‡จ๐Ÿ‡ฆ๐Ÿ‡ฆ๐Ÿ‡บ๐Ÿ‡ฎ๐Ÿ‡ช๐Ÿ‡ฌ๐Ÿ‡ง 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 record๐Ÿ‡ฆ๐Ÿ‡บ๐Ÿ‡ฎ๐Ÿ‡ช๐Ÿ‡ฌ๐Ÿ‡ง๐Ÿ‡จ๐Ÿ‡ฆ AU, ROI, UK, CA - Let's take a look at how to take deposit payments, process payments and manage accounts.
Changing Payment Details๐Ÿ‡จ๐Ÿ‡ฆ๐Ÿ‡ฎ๐Ÿ‡ช๐Ÿ‡ฆ๐Ÿ‡บ๐Ÿ‡ฌ๐Ÿ‡ง CA, ROI, AU, UK - How to change payment details
How to send payment links to patients๐Ÿ‡ฆ๐Ÿ‡บ๐Ÿ‡ฌ๐Ÿ‡ง๐Ÿ‡จ๐Ÿ‡ฆ๐Ÿ‡ฎ๐Ÿ‡ช 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 ๐Ÿ‡ฆ๐Ÿ‡บ๐Ÿ‡ฆ๐Ÿ‡บ AU only - How to process a refund in Dentally?
Multi-Merchant - AU๐Ÿ‡ฆ๐Ÿ‡บ AU only - A guide to HICAPS and Tyro multi-merchant.
How to show pending payments in a patient's account - CA only ๐Ÿ‡จ๐Ÿ‡ฆ๐Ÿ‡จ๐Ÿ‡ฆ CA only - Recording and managing pending payments on a patient's account, for incoming insurance payments
When to record a pending payment ๐Ÿ‡จ๐Ÿ‡ฆ๐Ÿ‡จ๐Ÿ‡ฆ 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 screen๐Ÿ‡ฆ๐Ÿ‡บ ๐Ÿ‡ฌ๐Ÿ‡ง ๐Ÿ‡จ๐Ÿ‡ฆ ๐Ÿ‡ฎ๐Ÿ‡ช AU, UK, CA, ROI -ย Taking advanced payments to be held against an account and later allocated to a specific invoice.