Is there a way to change the payment allocation settings? At present they seem to allocate once the treatment is completed, but I was hoping there could be a way to allocate payments to specific dentists at the time of payment as we have a lot of treatments, Invisalign for example, that can take up to 6+ months and the dentist isn’t getting paid for the treatment until the whole course is complete. It would be nice to be able to filter it monthly.
Question
Payment Allocations
+14- Community Manager
Hey
Are you looking at the Payment Allocation / Income report or just the patient’s Account tab?
At the moment Dentally only locks a payment to a dentist when it can match that payment to an invoice in the dentist’s name. Until an invoice exists, the money sits as patient credit.
I can think of two ways to pay a dentist sooner on long cases (e.g. Invisalign) but I’d love to hear from other practices if you have any other workarounds! 😊
Stage-bill (easiest): say you have a £3,500 plan, you can break that into, say, five £700 items and charge each stage when it’s done. Each stage invoice is paid immediately --> the dentist shows earnings that month.
Deposit invoice: you could create a £0.01 deposit invoice now, take the payment, then manually allocate it to that deposit and then re-allocate to the final invoice later. This way income lands on today’s report; only the balance waits for completion.
There’s no global toggle to auto-allocate at payment time (because the practitioner lives on the invoice, not the payment), but stage-billing usually solves the lag. Let me know if this helps. I’ll have a chat with our team and bring them into this conversation if there’s any additional info they can provide 😃
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