Take an ePayment deposit

Process an ePayment deposit when a patient makes an appointment, and apply it when billing.

Step 1 - Take the prepayment

1. Open the patient's record.
2. Select Receipt from the top menu.
   The Receipt Payment screen will open.
3. Select a Banklist.
4. Enter an Amount and press Tab.
5. Select ePayment.
   The ePayment screen will open.
   Check the correct card is selected
6. Select Bill.
   A confirmation dialogue will appear.
7. Select Allocate. 

   

8. Select Cancel on the Allocation screen.
9. Select No to 'Do you want to allocate the credit?'
10. Select No to 'Do you want to print a receipt?'

The patient's Acct Enquiry will show the total credits available to the patient.

Step 2- Apply the credit when billing

When you bill the patient:

1. Select Credits then select Add.
   The recorded deposit will be added as a credit, reducing the Amount Due and the Balance due.

   

2. Important: Check that the correct Banklist is selected. It will show the one linked to the treating doctor.
3. Select ePayment.
   The ePayment screen will show the credit card to be used, and the email address the receipt will be sent to.
4. Select Bill.
   A confirmation message will appear.