Recording a deposit

Recording a deposit

Deposits allow you to record receipt of payment from a client in advance of providing services.  When a deposit is recorded, a corresponding credit will be created for that client.  That credit will then be available for paying open invoices.

To record a deposit:
  1. Click on "Billing" at the top of the page
  2. Click on "payments" in the middle of the page, and select the "new payment" option
  3. Click on the "apply to" field and select the "deposit" option
  4. Complete the rest of the form and click "Save"


    • Related Articles

    • Recording payments

      Payments can be collected multiple places - when checking out an appointment, in the invoice, or in the Billing module. To collect a payment when checking out an appointment: Click on the appointment Click on "check out" at the bottom of the form ...

    • Working with returns

      Returns are used for recording when clients return purchased products.  They allow for recording the return of multiple items simultaneously, and provide a more clear record of the transaction than simply deleting the original record.      To create ...

    • Securely storing credit card information on file

      This feature is only available as part of Integrated Payments We allow for the secure storing of client credit card information as part of Integrated Payments.  Cards that are stored on file can be used to pay invoices, as well as to automatically ...

    • Recording inventory purchases

      Purchases are used to update an inventory item's balance, costs, and related lot number information.  Purchases are recorded in the inventory item's profile.  Manually created purchases should be used whenever the purchase is made from a ...

    • Working with invoices

      An invoice will automatically be created whenever a new medical record is added to a patient's profile (assuming another open invoice isn't already available). Invoices can also be created manually when checking in an appointment, from the Billing ...