Learn how to add a credit to a patient’s profile when no money is being collected. This option is used to create courtesy or promotional credits, and does not represent a payment.
When to Use This
Use this when:
- You are giving the patient free credit
- No money was received
Common examples:
- Courtesy or apology credit
- Promotional credit
Permissions
- Access to Gift Cards & Credits via User Type
Contact your clinic administrator if you don't have the required access.
Instructions
Creating a Credit
- Go to Accounting
- Select Credits
- Choose +New Credit
- Enter the details
- Patient's name
- Clinic
- Date
- Amount
- Notes (optional)
- Click Save
Result
The credit will be saved to the patient’s account and can be applied to future purchases, services, or invoices. It will remain available until it is used or manually adjusted.
View and Print Credit
- Go to Accounting
- Select Credits
- Search for the credit
- Click the icon next to credit #
- Choose View Credit
A PDF will be generated that you can provide to your patient as a record of the credit.