Currently when an invoice is issued the Account Credit appears under the clients name on the patient file. This can cause confusion if the employee does not cross check with the account tab to view ‘outstanding’ monies.
It would make more sense to only credit the ‘On Account’ balance with the funds once the invoice has been paid in full.
I can inform you that we have made a change a while ago where it is NOT possible anymore to leave an account payment (deposit) as an outstanding balance.
You can even try now to raise a payment for a deposit and when you do not add a payment and finalise, you would be greeted with an error message that an account balance can’t be left unpaid.
