Learn how to create a credit in the system when a patient pays in advance for services, such as a deposit or prepayment. This option appears under Credits because the payment is held on the patient’s account until it is applied to an appointment or invoice.
Use this when:
- The patient gives you money before their appointment
- You are collecting a deposit or prepayment
Common examples:
- Booking deposits
- Prepaying for a future visit
Good to know:
- This is real money received
- A payment type is required
- Appears in payment reports and Day End
Step 1: Navigate to Enter Payments
- Click the Accounting icon
2. Under Billing, click Enter Payments
Step 2: Enter the Details
Payer Details
- Enter the Date
- Payer Type: Patient
- Enter the Patient Name or Chart #
Payment Details
- Payment Type: Enter how the patient is paying
- Enter the Amount the patient has paid
- Memo: Include any notes you want (e.g., what is this for?)
Click Review
Step 3: Review and Post
- Make sure your details are correct
- Select Post Payments
3. A PDF that says Payment Batch will open. Print this for your records:
Step 4: View and Print a Record of Credit
To view or print a record of the credit on the client’s account:
- Hover over the Accounting icon and select Credits
2. Search for the Credit using the # or the patient’s name
3. Click the icon never to the credit # and select View Credit
4. A PDF will be generated that you can provide to your patient as a record of the credit: