**POS must be enabled to utilize this feature
Set Up Service Deposits
1. From the appointments tab, click on the wrench icon, Smart Configuration, and then the Services tab. Click on the service you'd like to take a deposit on.
Under, "Does This Service Require a Deposit?", click Yes and associate your deposit amount.
Collect A Service Deposit
2. When the patient goes to book online, any service that has a deposit attached will have a pop up notifying them of the required prepayment. The patient will then be required to put in their credit card information to complete the booking.
3. When booking an appointment for a patient in clinic, you will be given the option to waive or confirm the deposit.
Locate Deposits in the Wallet
4. Once the client has been charged, you will find the deposit as a Dollar Credit in their wallet. You'll be able to use this at check out in the Tender Screen as a form of payment!
Go to the patients tab and choose a patient
Click on patient wallet
Under Dollar Credits you will see the deposit was added- the wallet log will show you the date, time and service that the deposit was for.
You do not need to manually add the deposits in the wallet. They will appear automatically once the deposit has been paid by the patient.
Apply the Deposit at Checkout
5. To apply their pre-paid deposit to their total payment, select AR Wallet at the Checkout screen. Hit Charge. If there is a remaining balance, continue the checkout process.
View Deposits in the Sales Summary
6. Click on Business Insights, Sales, Sales Summary.
When it comes to reporting, this service deposit will show under the Wallet Credit section in your Sales Summary and when used as a Wallet Debit.
You can also find patient specific information under the short term liability report (who has an outstanding deposit.)
Additional Features
7. If a user decided to Waive the Service Deposit, you will see this in the User Activity Log which can be found from the control center by clicking the clock icon.
**Patients will NOT be given the option to waive the deposit on the online booking page. This is only available in clinic.
Find a Service Deposit Invoice
8. Click on the Sales tab at the top. Locate the Items column. If a deposit has been paid, it will say "Deposit" followed by the service the patient is prepaying for.
9. In the patients payment history (on their patient profile), you will see that it is located under invoices.
10. Each service deposit invoice will have "Service Deposit" listed in the top right corner.
