Back to TidyClinic Guides

How to make a pre-payment

This guide explains how to make a pre-payment. This is essentially making a payment into a patient’s account. This will become part of their account credit, which can be used when making future payments.

Want to view this guide all at once?

Download PDF

Step 1.

Go to Search patient.

Select the patient you want to make a pre-payment for.

Step 2.

You will then be taken to their patient EMR page.

Step 3.

Go to the Invoices tab. At the top of the screen you will be able to see the patient’s financial information.

Note: their Credit balance is at £0.

Click Make payment.

Step 4.

This will open a pop up box where you can enter the details of the payment.

Click Save payment once complete.

Step 5.

Once you make the payment, the credit balance will update. This credit can be used when making payments for invoices.

Note: the credit balance is now £500.

Step 6.

To use this credit when making a payment, select Account credit as the payment method.

This will display a message detailing how much available credit the patient has, and how much they will have after the payment is made.

Step 7.

Once you make the payment, the credit balance will update.

Note: the credit balance is now £480.

Related Guides

Want to learn more? Check out these related guides

All TidyClinic Written Guides

Setup

Learn how to set up your Tidy account

Patients

Learn how to manage patients within your Tidy account

Calendar

Learn how to manage your calendar within your Tidy account