How to use a Deposit as a Payment?

How to use a Deposit as a Payment?

There are several methods for inserting a New Payment, outlined as follows. You can allocate a Deposit as a payment via the New Payment modal; however, this option is not available through Quick Pay.

1. Patient Record > Accounts > Invoices > New Invoice/Inpatient Invoice > More Pay
2. Patient Record > Accounts > Invoices > Open Invoice/Inpatient Invoice > More Pay
3. Patient Record > Accounts > Invoices > Tick checkbox of Invoice > More > New Payment
4. Patient Record > Accounts > Payments > New Payment
5. Accounts > Sales > Receive Payment

*NOTE: An outstanding invoice is required to create a payment.

1. Once you are on the New Payment modal, click on "Use Deposit for Payment" to open the Deposit section of the modal.
2. This action will display a Deposit option that you can select for payment. To include a Deposit amount, check the corresponding checkbox and enter the desired amount in the provided field. You may utilize any portion of the deposit, up to the available balance.
   
   

   Multiple Deposits can be selected for payment

   Tick the checkboxes of the desired Deposits to add and enter the amounts of each into the respective amount fields.

   
3. To apply the Deposit as a Payment Type in the payment section, click "Add to Payment" located in the lower right corner of the Deposit section.
   Once the Deposit/s have been added to the Payment section, any additional payments can also be added, such as supplementary payment that is required if the applied deposits do not cover the amount due on the invoice. 
   

   To add a new payment type, click the "+" button to the left of the payment type rows. This will create a new row.

   From the dropdown menu, select the desired payment type. You can also add any relevant reference information in the provided field.

   
   
   
   
4. Choose the outstanding invoice to which you would like to allocate the Deposit as a payment, and then enter the desired amount.
5. Click Payment
6. The invoice is now paid using a Deposit as payment.

To displays additional details of how the Deposit was used. This view can be achieved by clicking on the dropdown arrow located on that particular Deposit transaction.

*NOTE: Clicking Add to Payment will not update the deposit details in the Deposits grid. The Deposit information will only be updated when the payment is successfully created. Cancelling or closing the modal will not save any changes

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