Knowledgebase: Credits
How can I take a deposit for a patient?
Posted by Claude Arnaud Lavaud on 29 Apr 2015 02:57 PM

My Vision Express requires at least 1 charge on an order prior to being able to take a payment.

If you would like to take a deposit for a patient, follow the directions below:

1. Create a new order for the patient

2. Add a Misc. item on the invoice (leave the retail price at $0.00 - This can be an Other item labeled "Deposit")

3. Proceed to "Payments" to take the deposit

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