Home User Manual Discussion Forum Search

Enter a Patient's Prepayment

Prepayments from patient are entered as Unallocated Income, typically with an unearned type of 'prepayment'. Once treatment is completed, the unearned income can be Allocated to providers and procedures.

In the Account module:

  1. Click Payment.

  2. Enter the payment amount and click OK. The Payment window will open.

  1. Clinics: If using Clinics, make sure the correct clinic is selected.
  2. Payment Type: Select a Payment Type.
  3. If a credit card payment: Click X-Charge or PayConnect to initiate the credit card processor.

    X-Charge: X-Charge window
    1. Select Purchase as the transaction type.
    2. Click OK.
    3. Enter the credit card information (for a new credit card)
    4. Click Process or F12.

    PayConnect: PayConnect window

    1. Select Sale as the transaction type.
    2. Enter the credit card information (for a new credit card)
    3. Click OK.

A note with Transaction Details will be automatically added to the payment Note. It will indicate successful or declined transactions.

  1. On the Payment window, click Prepay to complete the payment entry and create one unallocated pay split for the total prepayment amount.

    Note: The default Unearned Type for the unallocated pay split is determined by the 'Default unearned type for unallocated paysplits' that is set in Account Module Preferences. It defaults to 'prepayment."

The payment will show as a 'credit' line item in the Patient Account ledger. The total unallocated amount will show under Unearned in the top aging bar.


Open Dental Software 1-503-363-5432