1. DentalWriter Plus+
  2. Features & Tutorials
  3. Ledger, Claims, Fees and Statements for DentalWriter Plus+

How to enter a Pre-Payment on the Ledger in DentalWriter Plus+

Step by Step tutorial on how to add pre-payments to the patient's ledger in DentalWriter Plus+

Navigate to the patient's profile and select the Ledger tab

Select + ADD PAYMENTS 

Select Patient Payment

Screenshot 2024-08-02 at 11.02.57 AM

Type in pre-payment information below. Refer to the text on the left side to better understand what information is needed.

Screenshot 2024-08-02 at 11.05.43 AM

Next select save to post the pre-payment.

 

How to add a pre-payment when there is a charge(s) on the ledger

 

Follow the same steps above.

The software will automatically apply the payment to the charges listed below.

You must zero out the charge (0.00) to save the payment as a pre-payment. 

Screenshot 2024-08-02 at 11.14.16 AM Next select save to post the pre-payment.

 

Now you will see the pre-payments in the top left

Screenshot 2024-08-02 at 11.17.46 AM

Select APPLY and you can apply the payment to the correct charge.

 

You have now successfully added pre-payments to the patient's ledger in DentalWriter Plus+