Hello. As the years are going by, the list of paid invoices on patients notes is getting longer and longer, meaning the location of the “Take Payment” button is moving further and further down the page.
My suggestion would be to move it to the top, near/next to the “New Invoice/Statement of Account/Bad Debtor” area.
I have mentioned this to my superiors in the past who have told me they have submitted it to Dentally but no changes as yet.
That’s a good suggestion and I’ve had this problem a few times now as well. Moving of the button to the top should not be a massive reprogram either so should be relatively easy for them to do.
Hi
Your timing is perfect because our design and product teams have already been working on exactly that update.
In the upcoming Account screen you’ll see the “Take Payment” button sitting right up at the top, alongside where you create new invoices and statements.
Here’s a sneak peek: as soon as we roll out Deposits, the “+ Deposit” button will appear right next to it.
We’ll share more news as we get closer to release. In the meantime, let me know what you think of this change! 
UPDATE: this is now live! Find out more about the improved ‘Account’ tab here
Hi
At first glance the new system looks a little confusing - but I am really pleased to see separate tabs for invoices and payments and a deposit button would be a brilliant feature. Thank you :)
So, been using the new layout and it is a bit of a struggle to get used to. It doesn’t seem as clear to see the preivous payments and invoices, and trying to reallocate payments is not very clear.
I found the previous layout much easier, apart from the “take payment” button not being located high enough.
Hi
Just a quick reminder: you can expand any invoice to view related payments (and vice versa), so there’s often no need to switch tabs. We’ve also just introduced a new feature in the last couple of days that lets you expand all invoices or payments in one click (click the chevron arrow at the top left of the table and it'll expand all rows to show details), making it quicker to track down previous payments.
The aim of the new account view is to help your team to get payments and allocations right the first time, with more accurate allocating, deposit management and improved filtering – taking payments more accurately will cut down on the need to reallocate, delete or dig through records later. And where you do need to look more closely, features like the filters, the 'quick allocate' button, and the new expand option should help to streamline things and save you time.
We completely understand there might be some teething issues as people adjust, so please don’t hesitate to share any more feedback or let us know how we can support you. This new 'expand' feature was developed in response to feedback, so we're always keen to hear your thoughts!
Unlinking and relinking the payments to the correct clinicians doesn’t seem as clear as before. The simplicity of the old format was easier to work out, but I will continue trying to use the new format, and hopefully I will get used to it.
Similarly if any other users have feedback they’d like to share about the new account screen, please do let us know below!
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