Add a Service Deposit

1. The user can add a service deposit by accessing Services List Screen from two entry points.
   1. From the EMR Panel, click on “Services” under “Services & Bundles.”
      
   2. From the Left Navigation, open the “EMR Admin” dropdown menu, select “Services and Bundles,” and then choose “Services” from the subsequent dropdown menu.
      
2. Click on the “New Service” button in the top right corner of the screen.
   
3. The option to add a “Deposit” is available in Step 1 of creating or updating a service. If you select "Yes," entering the Deposit Amount becomes mandatory. If no deposit is required, simply select "No" to proceed without adding a deposit amount.
   Note: The service deposit is always less than the total price of the service, as it serves as an advance payment to secure the booking.
4. Fill in the required information, click “Next” to proceed to the next step. Complete each step, and click "Submit" at Step 3 to save.
   Note: Service deposits can also be added when creating or editing “Service Bundles” in a similar way. For more details, refer to the "Add / View / Edit Service Bundle" article.The service deposit has been successfully added as part of the newly created service.

Edit a Service Deposit

5. From the service list, click on three dots under the action column and select "Edit" for the specific service.
   
6. In Step 1, update the "Deposit" field as needed, and click “Next” to proceed to Step 3 and click "Submit" to save your updates.
   The service deposit has been successfully edited!

Collecting Service Deposit Through New Express Booking

7. When booking through “New Express Booking,” selecting a service with a deposit will show the “Take Payment” option. Check the 'Take Payment' box, then click “Create Booking” to continue with payment.
   
8. On the Upfront Payment Screen, choose a payment method (Existing Card, New Card, or Cash) and click "Pay Now" to complete the transaction.
   
   Note: The paid service deposit will appear in the invoice list within the Patient Profile and will be deducted from the total amount due. If the deposit is not paid upfront, it will be added to the total remaining balance on the invoice.

Collecting Service Deposit for Advanced Booking

9. When booking through”'New Advance Booking,” selecting a service with a deposit will generate a billing receipt in “Step 6: Confirmation.” It will display the upfront payment amount. Choose your payment method (Existing Card, New Card, Cash), then click “Pay Now” to proceed and complete the booking.
   Note: The paid service deposit will appear in the invoice list within the Patient Profile and will be deducted from the total amount due. If the deposit is not paid upfront, it will be added to the total remaining balance on the invoice.