Surcharges in Dental4Web

Surcharges in Dental4Web

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This article covers the setup and use of Surcharges 
  1. Payment Method Surcharges
  2. Weekend & Public Holiday Surcharges

Payment Method Surcharges

A surcharge can be added to specific payment methods to cover the cost of using the selected payment method, e.g. American Express
During the Payment process if a payment method with a surcharge associated is selected, the system will ask if the surcharge percentage is to be included.

Setup Surcharge Item

This item will appear in Treatment details automatically if a patient chooses to pay via a method that incurs a fee.
  1. Click the navigation menu > Location Setup > Items page
    1. Open the Category and Sub-Category to add the item (eg Miscellaneous) 
    2. Click Procedure
    3. Enter the Item Code (eg CCS)
    4. Enter the Item Description (eg Credit Card Surcharge)
  2. Under the Financial Details tab place a tick in Use for Surcharge

  3. Under the Other Details tab place a tick in Non-Treatment

Setup Surcharge Fee

  1. Click the navigation menu > Location Setup > System Tables page
  2. System Table: Methods of Payment
  3. Find or add the payment type that requires the surcharge (eg Amex, Eftpos)
  4. Select the item created above from the Surcharge Item drop list
  5. Enter the surcharge percentage

Info
Switch on the General Setting to make Surcharge mandatory (link coming soon)

Entering Payments with a Surcharge

The surcharge amount will be calculated when a payment is entered with the relevant Payment Method.
  1. Create a receipt with the required Payment Method
  2. The surcharge will be calculated and a message will appear

  3. Click Yes to proceed with the payment including the surcharge amount
  4. Click No to proceed with the payment without the surcharge amount (unless Make Payment Method Surcharges Mandatory is ON)
    1. If Yes is selected, the amount of the payment will be updated
    2. Click Create to save the payment
  5. Two invoices will be created:
    1. The first invoice will include the treatment items performed and the total of the fees
    2. The second invoice will include the surcharge and the fee incurred

    3. The surcharge item will be automatically added into the Treatment page

Weekends and Public Holiday Surcharges

It is possible to charge a Surcharge for work completed on Weekends and/or Public Holidays. The Fee in Treatment or Treatment Plan will automatically update to include the Surcharge.
InfoClick here for Weekend & Public Holidays Surcharge instructions

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