Processing Payments

Taking a payment for a patient can be done via the Patient Transactions screen. Access this by clicking on the transactions button (£,€ or $, depending on your region) in either the patients file or the edit appointment window.

This will display the Transactions window showing you all the past transactions for that patient.

To make a payment click on the Payment button.

This will display the Payment window.

From here you can;

• Change the Date of a Payment.

• Change the Provider (defaults to the invoice it is allocating to or the patients primary dentist).

• Add any Stock/Sundry Items (Selling Stock Service Items).

• Change what invoices it will be allocated to in the Allocations area (This will be done automatically but may be required if multiple treatments are happening at the same time).

• Change the payment amount (defaults to the due balance but can be changed if part paying or overpaying).

• Change the Payment Method the patient used.

• Add any Comments to the payment.
• Add Completed and Planned treatment with the checkboxes (only for un-charged treatments). 

The payment will now show in the Patients Transactions screen.