FEATURED ARTICLES

Applying a credit

A credit in a patient's record is a balance from accepted payments that has not yet been applied to a purchase. 


Here's how to apply a credit: 

When you are recording a patient payment, check the Apply credit check box. This will allow you to enter the credit amount you would like to apply to the payment. 

You can see your available credit balance in the top right corner of the payment box. 

  • The Payment amount field is the amount of payment you are receiving at that time
  • The Credit amount field is the amount of available credit you are applying to the payment. 

Was this article helpful?

Have more questions? Contact us