Quick Payments

The Payments button can be accessed via the Reception, Treatment and Day list Screens. The behaviour of the 'Payments' button is defined by the system setting 'Payment action navigates to account'.

If this setting is ticked, the system will navigate to the Accounts > Payments screen.

If this setting is un-ticked, the system will open a quick payments window.

Which setting is best for my practice?

Quick Payments: Easy to use, automatically allocates payments to the oldest invoice.

Account Payments: More functionality and enforces users to manually allocate payments against invoices.

This page of the manual documents the functionality of the 'Quick Payments' feature.

Selecting the Payments button via the Reception, Treatment or Day list Screen will open the below window.

Taking a Payment

1) Specify the Payment Date, Payment Method and Amount Paid (Use 'Pay Balance' button to pre-populate the amount with the Client's balance).

2) If the Payment Method selected is 'Cash' see steps 3 and 4, if not see step 5.

3) Specify the 'Change From' (amount tendered). For example, if the balance is £38.87 and the Client gave us £40.00 then this would be entered as below:

4) The Change Due is displayed.

5) Enter a note (if required).

6) Enter your Initials (This is an optional system setting) .

7) Select 'Save'. The Payment will be added to the Clients account and automatically allocated to the oldest invoice.

Making a Payment in Advance

If the client wishes to make a payment in advance of receiving treatment, the payment can be flagged as an advanced payment.

1) Follow the steps above in 'Taking a Payment'.

2) Tick the checkbox 'Mark as payment in advance'.

3) Select 'Save'.

4) A prompt will appear asking if you want to automatically allocate the advanced payment.

Yes = Automatically allocate payment against forthcoming treatment items

No = Manually allocate payment against forthcoming treatment items (using Accounts > Payments Screen).

Cancel = Cancel transaction.

Opening the Till

The 'Open Till' button can be used to open the till. (If the till has been configured within Merlin. See: Devices > Printers)

Applying ESD

An Early Settlement Discount can be applied to the Client from the 'Quick Payment' window.

This option will only be available when applicable. for more information see the Early Settlement Discounts page.