Good afternoon,
On the + Deposit tab in the new screen is there any way of allocating this to NHS/Private?
Currently we are +payment and then allocating to add deposit which is long winded.
Many thanks
Good afternoon,
On the + Deposit tab in the new screen is there any way of allocating this to NHS/Private?
Currently we are +payment and then allocating to add deposit which is long winded.
Many thanks
Hi
At the moment deposits are plan-neutral, there isn’t a way to tag a deposit as NHS vs Private at creation. The plan is picked up when you allocate the deposit to an invoice (and the invoice already knows if it’s NHS or Private).
The quickest flow is + Deposit on the patient’s Account. In that window you’ll see:
• Amount
• Description, use this to label intent, e.g. “NHS perio deposit” or “Private whitening deposit”
• Practitioner (optional) — assign if it helps you find it later
That makes it easy to identify and allocate the right deposit later. If you’re taking money for both NHS and Private at once, you can also split into two deposits (e.g. £50 NHS + £50 Private).
Keep in mind also that online-booking deposits land in the Deposits box too and can be allocated when the course of treatment is ready. 😊 Hope this helps!
Enter your E-mail address. We'll send you an e-mail with instructions to reset your password.