+1Does anyone know how if there is a way that a deposit that has been paid via stripe can automatically be used to pay an invoice when the treatment is completed?
At the moment, the balance payment that is added is automatically allocated to the invoice created following the treatment but the deposit still sits there as unallocated so the invoice is show as ‘unpaid’. The patients balance is correct but the invoice is shown as unpaid and on the ‘Invoice Timeline’ report it shows as unpaid.
Thanks
+10We have this problem all the time, staff keep forgetting to allocate the deposit after the patient walks past reception because they see a zero balance in the payment field and think theres nothing to go.
It would be nice if we had a check out button which brings up a dialogue box to close out a patient on exit and try and automatically allocate the payment if there is a deposit and an invoice for the same amount. We use Dojo but the principle applies whichever payment system is used.
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