How do I add a deposit/balance to a patient and use it later?

Short answer: click Add Balance on the patient’s profile or appointment; later, when you add a payment to an invoice, tick Deduct paid amount from Patient Balance.

Click Add Balance

On the patient’s profile, or in the appointment’s Patient Actions.

Enter the deposit

Enter the Amount, choose the Payment Type and Treasury, and click Save. The balance shows on the patient’s profile.

Use it on an invoice

Open the invoice and click Add Payment.

Pay from the balance

Tick Deduct paid amount from Patient Balance and click Save. If the balance isn’t enough, the rest is paid with the payment type you chose.

The deposit counts as money received on the day you add it. When the patient later pays an invoice from the balance, the money isn’t counted again.

Patient paid too much on an invoice? Dentolize offers to add the extra to their balance. You can also turn an existing payment into balance with Move to Balance on the payment.

Full guide: Adding and using patient balance

Still stuck?

Send us a message in System Chat inside Dentolize with a screenshot, and tell us which step didn’t work. Tip: next time, search this site first. Most answers take less than a minute.