Enter a prepayment

A patient can prepay for their treatment by putting money towards a planned procedure or a payment plan.

The revenue generated from this transaction appears as a prepayment until the procedure is completed or when the next charge is created from the payment plan's schedule.

A planned procedure does not appear as a charge in financials.

1. Select Make a Payment
2. Select Switch to Detailed Payment
3. Specify the:
   1. Account
   2. Clinic Group
   3. Clinic
4. Select the planned procedures or payment plan for the prepayment allocation
   1. Active payment plans are listed in the bottom left corner.
5. Confirm the Payment Amount, Payment Location and Payment Method
6. Select Make a Payment
7. The prepayment now appears in the Total Prepayment area and the Detailed Ledger tab