1. Taking deposits and turning them into Credit
Deposits now behave like regular invoices: they’re issued, paid, and then converted into patient credit. That means you can take a deposit by credit‑card swipe, watch it clear instantly, and use the stored balance against future charges.
2. How it works
Create a deposit invoice
Patient record ▸ Deposits → Create deposit → enter the amount (e.g., £100) and save.
The deposit appears as an Unpaid invoice, so the patient’s payable balance shows –£100.Collect payment
Click Record payment (or Pay now) and choose Credit card (or cash, if preferred).
Process the full deposit amount through your terminal.Deposit converts to credit
Once the payment is approved, the invoice marks Paid and the patient’s credit balance updates to £100.
Check out the video at the top of this page for a guided walkthrough