How to Apply Patient 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

Use this guide when a patient has an available credit that you'd like to apply to an invoice.

What You Need

• The Credit Payment Type option must be enabled
• The patient must have an available credit on their account

Applying a Patient Credit

1. From the patient's appointment, select Complete & Invoice 

    

2. Click Checkout

3. If the patient has available credit, you'll see a notification in the Receive Payment window
4. In the Paid By field, select Credit
5. Click the Credit Memo Search field 

6. Select the credit you want to apply

    

7. Review the Payment Amount

If the credit covers the full invoice

1. Select Apply Payment
2. Click OK when prompted to confirm the payment 

If the credit only covers part of the invoice

1. Adjust the Payment Amount if necessary (e.g., patient only wants to use part of their credit towards the invoice)

2. Select New Payment & 

    

   

    

3. Click Apply Payment 
4. Another Accounting/Receive Payment window will open 
5. Select the Invoice from the dropdown 

6. Select the payment type in the Paid By field  
7. Click Apply Payment