Apply a Credit to an Invoice

If a patient has available credit on their account, you can apply it toward an invoice during checkout. If the credit doesn't cover the full balance, you can apply the remaining amount using another payment method.

When to Use This

Follow this article when:

A patient has an available credit that you'd like to apply to an invoice

What You Need

Credit Payment Type enabled
Patient needs a credit on their account

Permissions

Access to Gift Cards & Credits

Contact your clinic administrator if you don't have the required access.

Instructions

Apply a Credit to an Invoice

From the patient's appointment, select Complete & Invoice

Click Checkout

💡Tip: A red banner will let you know when a patient has an credit to use

In the Paid By field, select Credit
Click into the Credit Memo Search field

Select the credit from the list

Compare the Payment Amount, Credit Memo Balance, and Invoice Amount

When the credit covers the full invoice amount

Select Apply Payment
Click OK when prompted to confirm the payment

When the credit only covers part of the invoice:

If needed, adjust the Payment Amount (e.g., patient only wants to use part of their credit towards the invoice)
Select New Payment &

Click Apply Payment
Another Accounting/Receive Payment window will open
Go to Invoices and select the invoice

Got to the Paid By field and select how the patient is going to pay the remaining balance
Click Apply Payment

Result

The credit has successfully applied to the patient's invoice.

Things to Know

You can review a patient's available credits via the Patient Profile or Accounting:
- Patient Profile > History > Credits
- Accounting > Credits
Payment Types are updated in Settings > Accounting > Payment Types
Someone with a Level 2 Administrator Profile can update User Types to grant access to Gift Cards & Credits by going to Settings > Staff > User Types

Enable Credit Payment Type

Go to Settings
Under Accounting, select Payment Types

Under the Payment Type Name column, find Credit
Check of each relevant User Type that should have access to select Credit when checking out patients