3.2. Tutorial - Prepayments

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Summary


1. Create Prepayment

2. Bill a treatment

3. View patient's balance

4. View all prepayments



1. Create Prepayment

 

Open a patient in the Patient Chart and go to Billing


In the Payments Panel click on Add Payment and click on the Add Prepayment link



In the opened window type 1000 in the Amount field



Press Save and Close to save it


2. Bill a treatment


Enter a patient consultation and bill a patient for 500 - see the steps at 3. Tutorial - Billing


When closing the invoice, the following will appear:



Press Yes



In the opened window check the invoice line and enter 500 in the Reconcile Amount


Next press Save and Close


3. View patient's balance


The Patient Chart will display the patient's balance:



4. View all prepayments


Go to Billing->Payments in the main menu