Your Updated Payment Allocation Process in Dentally Portal

We're always working to improve your experience with Dentally. With that in mind, we'd like to introduce an important update regarding how Dentally Portal payments are allocated to invoices. Taking effect on Wednesday 11th October 2023.

What's changing?

Previously, all payments were automatically allocated to a blank note. This meant that to assign a payment to an actual invoice, you previously had to:

• Un-allocate the payment from the blank note.
• Re-allocate the payment to the appropriate invoice.

Now, the payment service will no longer auto-allocate to a blank note. Instead, it will respect and follow the allocation settings you've already established within Dentally. This will streamline the payment allocation process, reducing the manual steps you used to take making it more efficient.

Benefits of the new process:

• Reduced manual tasks, no need to un-allocate and re-allocate payments.
• Time savings, with fewer steps, the process is quicker and more efficient than ever.
• Fewer errors, automatic allocations based on your settings means a reduced chance of mistakenly allocating payments.

What do you need to do?

Review your Allocation Settings: Before this change takes effect, please take a moment to ensure that your allocation settings in Dentally are correctly set up. This will ensure that payments are directed to the appropriate invoices as per your preferences.

Update your team: Inform all team members who deal with payments and invoices about this change. This will ensure consistency and understanding across the board.

Familiarise yourself with the new process: We've updated our documentation to reflect these changes. Spend some time familiarising yourself with the new process to ensure a smooth transition. Documentation for how Dentally allocates payments can be found here.

After you've had a chance to experience the new process, we would appreciate any feedback. Your insights help us continuously refine our features. You can leave your feedback by getting in touch with the support team via Live Chat in Dentally.

Discover more in our help centre.