💵Payments

Create Payment

After opening the invoice details, click on the Add Payment button in the Invoice Actions list. In the opened window fill out the details and click on the Create Payment button to confirm.

Dentaltap - Create Invoice Payment

Required fields:

• Type - a payment type, set to Cash by default;

• Amount - payment amount, can be full invoice amount, or partial payment;

• Date/Time - date and time, when the payment was collected.

Optional fields:

• Group - a custom tag (group) for analytics purposes, for example, if you collect payments via credit cards by several POS systems, you can specify the device id as a group. And in analytics, you will see collections for each POS separately.

Once you created a payment, you can see it in the Payments List under the Invoice.

Dentaltap - Invoice Payment Focus

Payment Actions

• Print - print a receipt for this payment;

• Delete - delete invoice payment.

Dentaltap - Invoice Payment

Update Payment

You can't update the invoice payment. If you need to make any changes, you need to #delete-invoice-payment.

Delete Payment

Open the Payment Actions list and click on the Delete option. Find the delete option in Payment Actions to delete a payment.