PPS: Applying Pre-Payments

This article applies to the Private Practice Suite

The following are instructions for how to apply a pre-payment that has been previously collected:

  1.  Click Billing | Apply Patient Payment
  2.  Enter the patient's name in the "Patient" field
  3. In the "Amount" field, enter the amount to be applied from the patients pre-payment credit
  4. Set the "Payment type" to "Prepay Xfer: Pre-payment Transfer"
  5. Click Get Unpaid Transactions


  1. This will open the "Select Pre-payments to Apply" dialogue box. Select the pre-payment to transfer from and click OK


  1. The "Apply Patient Payment tab" will open and allow a user to apply to pre-payment to specific charges
  2. Enter in the desired amount into the "Apply" field for each charge that the pre-payment is being applied to (be sure the "Unapplied" field reads "$0.00")
  3. Click Save


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