How to create a credit (overpayment)when paying an Invoice

Overpayments create a Credit

From an Appointment on the schedule, click the appointment block and Complete and Invoice, then select Checkout.

The Receive Payment option indicates how much the patient owes. 

If for example the patient owes $100.00 and you enter $110.00 in the total field, when select $Apply Payment, the $10.00 overage will appears as a credit under the Patient profile, History, Credits tab.

NOTE:

When using the Payments by Practitioner report the total number of payments received in the clinic for the date range you select will appear which "Includes" the total "Credits" received.

If you are using the Payments by Practitioner report for commissions, ensure you deselect the Type of Payment check box beside "credits".

Or

Deduct the total credits from the total payments received to get the actualy "Payments" for the practitioner.

If you do not want to include the "Credits" received on the report delect the "Credits" check box.

Please view the article on Report: Payments by Practitioner for more information on the report is calculated.