Updated Articles

21. Appointments

    Last Updated: 29/01/2026 in Reporting Standard Reports Summary of Standard Reports
    Summary This page documents marketing related reports from the Appointments category. Appointments Report Description / Function Appointments By Surgeon Summarises total number of appointments made on the specified d...

22.  3.3 January 2026

    Last Updated: 16/01/2026 in Release Notes Full Merlin Release Notes
    Merlin 3.3 presents improved visibility of emails sent from Merlin, enhances the appointment booking process and includes a new statistical report on appointment activity. Additionally, it includes a multitude of fixes to improve your Merlin experi...

23.  Highlights 3.3 January 2026

    Last Updated: 16/01/2026 in Release Notes Merlin Release Notes - Highlights
    Merlin 3.3 presents improved visibility of emails sent from Merlin, enhances the appointment booking process and includes a new statistical report on appointment activity. Additionally, it includes a multitude of fixes to improve your Merlin experi...

24. Payment Link - Advance payment​

    Last Updated: 14/01/2026 in Accounts Automated Payments
    Creating an online payment link for an advance payment Once in a Merlin client  record, click on the dropdown arrow at the side of the  payments button. A new  dropdown menu will appear.   Select Request Payment.  ...

25. Payment Link - Invoice payment

    Last Updated: 14/01/2026 in Accounts Automated Payments
    Creating an online payment link for an outstanding balance Firstly, select the client record in Merlin you wish to send a payment link to. From the reception screen select the downward arrow at the side of the  'Payments' button and click on ...

26. Point of Sale - Refund Payment

    Last Updated: 14/01/2026 in Accounts Automated Payments
    Refunding a Payment  via the Payment's Menu Once in a Merlin client  record, click on the dropdown arrow at the side of the  payments button. Select Request Payment.  You are presented with the Payments box, select Re...

27. Point of Sale - Advance payment

    Last Updated: 14/01/2026 in Accounts Automated Payments
    Taking an Advance Payment via the Point of Sale Payments Menu Once in a Merlin client  record, click on the dropdown arrow at the side of the  payments button. A new  dropdown menu will appear.  Select Request POS ...

28. Point of Sale - Taking an Invoice Payment

    Last Updated: 14/01/2026 in Accounts Automated Payments
    Taking a Point of Sale Payment via the Payment's Menu Once in a Merlin client  record, click on the dropdown arrow at the side of the  payments button and s elect Request POS Payment .  You are  now pres...

29. Creating Plans

    Last Updated: 19/11/2025 in Health Care Plans Creation
    Summary Once you have created your treatment groups and  assigned the relevant groups to your codes in Code Entry, you are able to setup your Health Care Plans. Add a Health Care Plan From the Main Toolbar select ‘ Health Care ’ from the 'Admi...

30. MWI Pet Messaging

    Last Updated: 14/11/2025 in Comms MWI Pet Messaging
    Summary For use with MWI Pet to produce two way communication channels between Merlin and clients registered with MWI Pet Details Navigation to Comms > MWI Pet Messaging. It can also be accessed direct via 'Messages' in the Top Tool Bar. ...

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