Occasionally you make get an order from a customer for high-end rehab equipment or another item for which you require a deposit. The problem is that you may have entered the order for the equipment, but since you’ve not marked, delivered and posted, there is no claim to which to apply a payment. But you have a check, so what do you do?
The simple answer is to enter a deposit and then when you deliver the equipment and create the Invoice, you can apply the deposit to the outstanding balance of the Invoice.
| Step 1 | Enter the payment information in the Check Edit window. The Payor should normally be ‘Self Pay” for the SELF Payor. You could use another Policy if another Payor were making the deposit. Then enter the remaining information. |
| Step 2 | From the Payment List, click Edit, New Deposit. You will then see a confirmation dialog to confirm you wish to create the deposit. |
Tell us what you think.
You must be logged in to post a comment.