Using A Deposit

When you next come to invoice this patient, the Apply Deposit button will be enabled in the Invoice window.

After adding the items to the invoice, click on the Apply Deposit button and a list of held deposits will appear.

Tick the box to the left of each deposit which you want to use to pay for this invoice.

Note: A patient can have multiple deposits and you can select multiple deposits in the window above.

Click the OK button, and the sum of the deposit(s) selected will be entered into the Payment field for this invoice as shown below:

If the deposit is equal to the amount billed, the invoice can be printed at this stage and will be shown as fully paid.

If there was an outstanding amount and the patient wanted to pay the remaining amount on the invoice ($500.00 in the above example) you will need to receipt this separately. Genie will distinguish between the deposit and today's payment (eg. $500.00) so that only today's payment will show up on today's banking.

Click the Receipt button to open the Receipt window. Today's payment will be allocated to the default payment type (as set up in Practice Preferences), and the deposit will be allocated to the payment type it was originally entered as.

If you forget that you have a deposit on hold, Genie will remind you when you click the Receipt button.

You can also apply a deposit from the Receipt window using the Apply Deposit button.