Pay with or refund a deposit

Deposits allow your practice to take money in advance as payment for future services, or as holding fee for equipment hire, for example. Deposits are recorded in a similar way to payments. However, deposits can be allocated as payment for individual or multiple invoices as a whole payment or in combination with other payments.

Bp Premier regards deposits as belonging to the practice, rather than belonging to a specific provider.

Deposits are made in the same way as payments, from the Patient Billing History or Account Holder History screens:

  • To record a deposit, select File > Record Deposit
  • To view deposits, tick the Show payments / deposits check box.
  • To adjust a deposit, select the deposit record and click the Adjust button.
  • To allocate a deposit to an invoice, pay the invoice (click Pay single invoice) and select the Use deposit button.
  • To refund a deposit, select the deposit record and click the Refund button.


Last updated 21 March 2024.