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How do I allocate a deposit to an account?

If you have a patient pay a deposit for services, you can allocate the payment and balance their account in one of the following ways:

  • add a line item to the first invoice issued after the deposit was paid that reads ‘Less deposit’ with a negative amount equal to the deposit. That would decrease the total amount.

  • or add a 'payment' using a new Payment Method called Deposit  and make this 'payment' a negative amount, to cancel out the deposit originally recorded.