ICE Logo

Thank you for using ICE Health Systems. If you require additional assistance, please contact your ICE Health Systems representative using one of the methods indicated on the right side menu.

9.4.4 Managing Down Payments

 

The total down payment amount available to a patient is listed in the Patient Summary panel (highlighted in violet) at the left of the Financials dashboard.

 

 

Click Patient Down Payment to open a Manage Down Payment dialog box. Alternatively, click Manage Down Payment in the Recurring and Payment Management tab.

DP

The Manage Down Payment dialog box may be used for:

 

Viewing down payment information such as dates and amounts (including the amount that has already been applied to an invoice).

 

New down payments

 

Printing a receipt for a down payment

 

Refunding a down payment

 

To apply a down payment towards an invoice, please see the bottom of this page.


 

New Down Payments

 

Open a Manage Down Payment dialog box and click New Down Payment.

 

  • 1. Click Patient Dashboard and in the search field, type the patients name.
  • 2. Select the Financials module from the menu.
  • 3. In the Recurring and Payment Management tab, click Manage Down Payment. Alternatively, click Patient Down Payment from the Patient Summary panel at the left.
  • 4. A list of down payments will appear in a Manage Down Payments dialog box including information such as the payment date and the amount that has already been applied to an invoice. Click New Down Payment at the bottom of the window.

 

Fill out the details for the down payment in the Manage Down Payments dialog box and then click Record Down Payment.

 

  • 1. Click to choose the Date of Payment, Clinic, and payment Method.

  • 2. Type a Title, the Amount of the down payment, and any applicable Notes in the text boxes.
  • 3. Click Record Down Payment to return to the Manage Down Payments dialog box.

 

If you wish to print a receipt, click to highlight a down payment and then click Print Receipt for Selected Payment.

 

  • 1. To print a receipt, click to highlight a down payment and then click Print Receipt for Selected Payment.
  • 2. Type any notes in the Add Custom Note for Receipt text box and then click Print Receipt.

 

Click the close icon to return to the Financials dashboard. The down payment will now be available for a future payment towards an invoice.


 

Refunding down payments

Please note that only one down payment may be refunded at a time.

 

  • 1. Open a Manage Down Payments dialog box and click to highlight the down payment that you wish to refund.

  • 2. Click Refund Selected Payment.
  • 3. Edit or add information pertaining to the refund and then click Record Down Payment. Please note that if part of the down payment has been applied to an invoice, only the difference will be refunded.
  • 4. The Manage Down Payments dialog box will be updated to indicate the refund.


 

Applying a down payment towards an invoice

 

Please note that available down payments will be applied towards Recurring Payment Plans automatically (on the bill date).

 

For other payments, click the Method drop-down list in the Step 2 dialog box and then click to choose Down Payment. Details will appear at the top right of the window.

 

If more than one down payment is available, a Select Down Payment dialog box will open. Click to choose the record that you wish to use for payment.