To accept a deposit, highlight the patient in the Patient list or the Appointment Book, then navigate to Billing > Accept Deposit. This will open the deposit window as below where you can fill in the deposit details.
| Date | This will default to today's date, however, can be backdated if required. |
| Provider | The provider who the deposit is accepted on behalf of. |
| Bank | The default bank account for the provider selected (as deemed in their User Preferences). |
| Amount | The monetary amount of the accepted deposit. |
| Anticipated Operation Date | The anticipated operation date if this is for a patient's procedure. |
| Payment Type | Choose from one of five different payment methods. The EFTPOS Terminal option is relevant for users on Genie v9.3.7 or above using Patient Payments powered by Ezidebit. |
After clicking OK, you can click the 
button to print the receipt for your deposit, or click the 
button to accept the deposit without printing a receipt.
Now a banking record has been created for the deposit and the patient's account balance will be credited with the deposit amount.