If you have online payments enabled, your patients can pay for their appointment at the time of booking. You’re able to require the full amount up front, or just a deposit—and then collect the final amount later on, at the time of the appointment. In this guide, we’ll walk you through how to set up a deposit for the appointment types you offer via online bookings.
Note: This is an optional setting. Deposits aren’t mandatory (you can require the full amount, or simply not require payment at all). This guide is meant to assist those who do wish to take a deposit at the time of booking.
Now, onto how it works!
You will need to first make sure that you have deposits enabled. Once that’s done, find the appointment type that you want to take a “credit deposit” for. Scroll down to the bottom. Under Deposit directly to credit balance , tick the box next to “Add deposit to credit balance without creating invoice”:
Update the appointment type! When the patient is booking, they won’t know that this deposit is going to be allocated to credit—they’ll just see that they are required to pay a deposit:
That payment will then simply show up as credit in the patient’s file, and you can use it to pay any invoice at a later date.
Note: Unlike with other online booking deposits, no invoice will be created at the time of booking. You will need to manually create that invoice when the patient comes in for their appointment.
This should be handy if you want to require a deposit, but don’t necessarily want to raise an invoice for the appointment at the same time as the booking.
As always, if you have any questions, let us know!