Adding Prepayments

Prepayments allow for the recording of monies taken before a treatment has been dispensed.
Prepayments can have a treatment, quantity and £ amount assigned to them.
When redeeming a prepayment against an invoice, you will be able to select a specific prepayment and reduce the amount and quantity of treatments remaining.

1. From the Control Centre, select Patients and choose the patient.
2. Select ‘Account’ followed by ‘View/Add to Account’
3. Click the ‘+Pre’ button to add a prepayment

• Prepay Date Will default to current time and date can be changed if needed
• Practitioner Select a Practitioner to assign to this Prepayment for record keeping
• Prepay Amount £ The total value of the prepayment
• Add item Add any treatments that make up the prepayment, and assign a quantity to them. Each time a prepayment is redeemed against an invocie the qunatitiy remaining can be reduced
• Description Optional Description of the Prepayment
• Payment Type Select the payment type used to pay for the prepayment
• Payment Notes Optional notes on payment method used

4. Select a Practitioner
5. Enter an amount for the total value of the Prepayment
6. Click ‘Add item’ and select one or more treatments to add to the prepayment
7. Add a ‘Quantity’ to each treatment.
8. Add a ‘Description’ and ‘Payment Note’ if required
9. Finally select a ‘Payment Type’ and click ‘Save’

10. The new prepayment will appear on the Patient’s Account page, and the value will be added to their Total Account Balance
11. For more information on this particular prepayment, select the ‘View Prepayment’ option from the Account menu