This article is a continuation of Private Billing - Receive Payment.

Preamble: a prepayment is like a cash consultation except that you are billing for a future service.

1. Click Reception->Private Invoice and bill the patient out for said future service, (or you can use a generic item number like ‘PREPAY’ or something to that effect).

2.  Once you click Prepay you will be taken to the Payment Details screen. As for a Private Receipt, fill out the details as necessary.

3.  The patient’s current account will now have a credit attached to the account. Be aware that credits have ownership rules, i.e. they are ‘owned’ by a particular provider & practice for a particular account & patient. You can configure provider/practice credit sharing and some account types allow credit sharing by default, for example, family accounts.