GP-Billing allows money to be received from patients, third parties and businesses before an invoice is raised, this is called a deposit.

From the [Billing] dashboard, click the [Take Deposit] button.

Use the following buttons to find or add the patient account:

      Synchronise with the currently selected patient in the clinical system

      Search for a patient, third-party or business that already has an account in GP-Billing

      Add a new billing only patient or business to GP-Billing

Set the [Payment Method] from the dropdown list.

Enter the amount the patient, third-party or business is paying.

Add a note explaining why the deposit is being made.

Once the payment details have been completed, select what happens next using the  dropdown list.

Post                       Posts the payment to the patient account

Post & Receipt  Posts the payment and displays the receipt for printing

If [Capita Pay360] integration is enabled and [Credit Card] or [Debit Card] was selected, the virtual terminal page is displayed.

Complete the card details and click [Pay Now]. An authorisation will be requested and the outcome displayed with the authorisation number.

 

This will remain as account credit on the patient account until a new bill is raised.

Before a new payment is receipted for the patient, third-party or business, a prompt is displayed allowing the credit to be allocated to the bill.