Billing and Unallocated Payments

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  • Updated 2 years ago
On the billing tab:

When billing items with full payment it would be great if we could check the accept unallocated payment box and then just enter an amount for the credit.

This will help when deposits are needed - for example we bill casts and then require a deposit for orthotics.

Currently we have to bill the amounts with no payments then go into the payment section. I think you could easliy avoid a step and another screen if this change was implemented.

Would make it alot faster when billing and it makes sense especially as the accept unallocated payment is at the bottom.

For example in the billing below we would love to just simply add an unallocated credit of $100 in the unallocated amount box but Front Desk wont let you do it on the billing tab.

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Sam Brown

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Posted 2 years ago

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Photo of David Ayres

David Ayres

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Click accept unallocated payment then when you add one of the items just add the deposit amount to the payment amount (in the box under 'Add' so in your case change the payment to $162.50 to take a $100 deposit) then click 'Add' it should then show in their file as an unallocated payment. Might be better ways to do this though?
(Edited)
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Trevor Thomson

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Hi David,Sam
We bill the cast and one foot of the orthotic, as a deposit. The customer pays this amount on the day of the cast.
The other foot is billed and payed for when the orthotics are issued.
This is the easiest way to cope with the deposit issue and you do not need to worry about unallocated payments.
Health funds require that you charge orthotics as two separate line items any way, a  left foot and right foot.
( this brings the health funds average cost down and they pay on the average cost) 
(Edited)
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Jenny

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Hi,  We bill the orthotics and take a 50% payment, so we select hicaps only for the invoice  and then take an extra payment if needed to make it to 50% of the total.  Balance is paid on issue if no hicaps just a 50% payment initially.
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David Ayres

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Guys I don't think you can bill a health fund for an item the client has not yet received eg orthotics, correct me if I am wrong? Otherwise wouldn't you just take the full amount off them at the casting/scanning appointment and not mess around with half payments and deposits?