Receipts / Payments / Reversals
Deposit Reconciliation in Dental4Web
The Deposits Reconciliation function allows the user to check and reconcile deposits have not been allocated to outstanding invoices. For instance: Where deposit payment is made before proceeding with treatment, Then the treatment is completed, And ...
Setup & Manage Rework Payments in D4Web
Rework payments allow the users to accurately allocate a previously received payment to a different provider when they are faced to redo work done by the previous provider. This feature is only for users that do not use the Prior Period Lock function ...
Setup & Manage Bounced Cheques in Dental4Web
When a payment via personal cheque bounces, process the bounced cheque, add penalty charges if required, auto adjusts financial information. Follow the steps below to setup and manage. Setup Bounced Cheque Item Click the navigation menu > Location ...
Managing Discounts in Dental4Web
Discounts can be issued at various times through the invoicing to payment process. Listed below are the instructions for discounting in D4web Discount an Outstanding Balance Discounts can be processed after the invoice and/ or part of the payment ...
Working directly via the Receipts page in Dental4Web
The Receipts page caters to payments made, deposits & deposit refunds, discounts after invoice is created & processing Bounced Cheques. Payer, method of payment and date changes can be made here too. These instructions focus only on payments made & ...
Receipt Reports in Dental4Web
You can find Receipt transaction and Invoice/Payment history specific reports on the Receipt page. These reports can be viewed, printed, saved & exported or emailed. Where to find Receipt reports Click the navigation menu > Patients > Receipts page ...
Surcharges in Dental4Web
This article covers the setup and use of Surcharges Payment Method Surcharges 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, ...