Scheduling Deposit
Scheduling deposits are non-refundable. When someone cancels their scheduled visit, these funds remain in the practice. This article will explain how to reconcile in this scenario.
When someone cancels their scheduled appointment and the original invoice has already been canceled in order to place a credit on the patient account, we are left with an open, unapplied credit.
To reconcile this, we can simply generate a new invoice for the non-refundable scheduling deposit, and apply the credit to it.
- From Billing > Invoices > + Invoice, browse for or enter “DEPOSIT” in the search field to select the “New Patient $100 scheduling deposit” invoice item.
- Enter a note to help describe the situation
- From > Billing > Receipts find the unused payment and click the 3 dot menu, and select “Edit & Apply Payment”
- Apply the credit to the newly created invoice in step 1.
- At this point verify the balance is applied correctly
- Add a note in quick notes, and close the chart.