--- title: How to Collect Deposit for an Upcoming Appointment? description: How to Collect Deposit for an Upcoming Appointment? --- [Skip to content](https://knowledge.populateemr.com/how-to-collect-deposit-for-an-upcoming-appointment#main-content) English Show submenu for translations [More support](https://knowledge.populateemr.com/kb-tickets/new?hsLang=en) [Customer portal](https://support.populateemr.com/tickets?hsLang=en) ![](https://knowledge.populateemr.com/hs-fs/hubfs/Full%20Logo%20-%20Black-1.png?width=250&height=67&name=Full%20Logo%20-%20Black-1.png) Open main navigation Close main navigation - English Show submenu for translations - [More support](https://knowledge.populateemr.com/kb-tickets/new) - [Customer portal](https://support.populateemr.com/tickets) - [Contact us](mailto:support@populate.com) [Contact us](mailto:support@populate.com) How can we help you? - There are no suggestions because the search field is empty. 1. [Populate Help Desk](https://knowledge.populateemr.com/?hsLang=en) 2. [Appointments](https://knowledge.populateemr.com/appointments?hsLang=en) September 1, 2026 # How to Collect Deposit for an Upcoming Appointment? Navigate to the Appointments page and locate the patient’s upcoming appointment on the calendar. ![](https://usercontent.us.prod.clueso.io/0ee74cae-77f1-4ef9-a322-2a7d9ec1a279/dd7bba05-28a9-473e-82c9-85e86e88ed1b/03538307-d67c-4930-9766-bd764287096a/images/6083d1b1-465b-49f5-9c74-3905efe62150.png) Clicking on the patient’s appointment will open the appointment details side panel. ![](https://usercontent.us.prod.clueso.io/0ee74cae-77f1-4ef9-a322-2a7d9ec1a279/dd7bba05-28a9-473e-82c9-85e86e88ed1b/03538307-d67c-4930-9766-bd764287096a/images/17abc206-21e0-43f9-9936-2b1cdf670d80.png) Locate the **Payment** section within the appointment details and click on "Collect" to open the **Collect payment** window. ![](https://usercontent.us.prod.clueso.io/0ee74cae-77f1-4ef9-a322-2a7d9ec1a279/dd7bba05-28a9-473e-82c9-85e86e88ed1b/03538307-d67c-4930-9766-bd764287096a/images/e0fe6607-d932-4048-ad86-33ff81cd5be6.png) Enter the amount you would like to collect in the **Current appointment payment** field. ![](https://usercontent.us.prod.clueso.io/0ee74cae-77f1-4ef9-a322-2a7d9ec1a279/dd7bba05-28a9-473e-82c9-85e86e88ed1b/03538307-d67c-4930-9766-bd764287096a/images/cb14df5e-a73e-4531-a8f7-875520edcb09.png) Click on **Add deposit** to add a deposit to the payment. ![](https://usercontent.us.prod.clueso.io/0ee74cae-77f1-4ef9-a322-2a7d9ec1a279/dd7bba05-28a9-473e-82c9-85e86e88ed1b/03538307-d67c-4930-9766-bd764287096a/images/9176a888-6e5d-48e8-a6ca-89adde9bdaf5.png) Enter the amount that should be applied as the deposit. ![](https://usercontent.us.prod.clueso.io/0ee74cae-77f1-4ef9-a322-2a7d9ec1a279/dd7bba05-28a9-473e-82c9-85e86e88ed1b/03538307-d67c-4930-9766-bd764287096a/images/ae5d5f08-b410-477e-b9a6-3e94cf9578b7.png) Click on the **Payment method** dropdown and select the appropriate payment method. ![](https://usercontent.us.prod.clueso.io/0ee74cae-77f1-4ef9-a322-2a7d9ec1a279/dd7bba05-28a9-473e-82c9-85e86e88ed1b/03538307-d67c-4930-9766-bd764287096a/images/e64ac02a-e6cd-4be3-a1c9-8f63a68b4fc7.png) Once the payment information has been entered, click **Confirm** to collect the deposit. ![](https://usercontent.us.prod.clueso.io/0ee74cae-77f1-4ef9-a322-2a7d9ec1a279/dd7bba05-28a9-473e-82c9-85e86e88ed1b/03538307-d67c-4930-9766-bd764287096a/images/6968505e-03aa-488c-a247-92d1961fe85e.png) - [FAQ](https://knowledge.populateemr.com/faq?hsLang=en) - [Support](https://knowledge.populateemr.com/support?hsLang=en) - [Billing](https://knowledge.populateemr.com/billing?hsLang=en) - [Appointments](https://knowledge.populateemr.com/appointments?hsLang=en) - [Visit Notes](https://knowledge.populateemr.com/visit-notes?hsLang=en) - [Charts](https://knowledge.populateemr.com/charts?hsLang=en) - [Encounters](https://knowledge.populateemr.com/encounters?hsLang=en) - [Intake](https://knowledge.populateemr.com/intake?hsLang=en) - [To-Dos & Stickies](https://knowledge.populateemr.com/to-dos-stickies?hsLang=en) - [Fax & Reports](https://knowledge.populateemr.com/fax-reports?hsLang=en) - [Reports](https://knowledge.populateemr.com/reports?hsLang=en) - [Settings](https://knowledge.populateemr.com/settings?hsLang=en) - [Rachel—AI Agent](https://knowledge.populateemr.com/rachel-ai-agent?hsLang=en) - [Forms](https://knowledge.populateemr.com/forms?hsLang=en) - [Populate Continuous Care (PCC)](https://knowledge.populateemr.com/populate-continuous-care-pcc?hsLang=en) [![](https://knowledge.populateemr.com/hs-fs/hubfs/Full%20Logo%20-%20Black-1.png?width=250&height=67&name=Full%20Logo%20-%20Black-1.png)](https://knowledge.populateemr.com/?hsLang=en) 6790 Embarcadero Ln #100, Carlsbad, CA 92011 [mailto:support@populate.com](mailto:support@populate.com) Copyright © 2025, Populate EMR, Inc.