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How do I allocate a deposit to an account?


When a patient pays a deposit for services, you can allocate the payment and balance their account in one of two ways:

  • Add a line item to the first invoice issued after the deposit was paid. This line item should read "Less deposit" and have a negative amount equal to the deposit. This will decrease the total amount due on the invoice.

  • Add a new payment method called Deposit and create a payment with a negative amount. This will cancel out the deposit originally recorded.