Where to view credits & gift cards

  • Updated


There are several places you can view credits and gift cards.


1. Credits and Gift Cards (Patient Profile)

Open the Patient Profile, History tab, Credit tab.



2. Accounting>Credits


In the search section enter the search criteria and perform the search.  Credits will appear in a list at the bottom of the page.





3. Accounting Gift Cards


Go to Accounting>Gift Cards.  Do a search for the Gift Card.




When a patient has a credit and you complete and invoice, at the top of the receive payment window you will see a note the patient has a credit.







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