If a Patient has a credit on their account and wants to use it, there are three ways to pay an Invoice using their account credit.
Method One: Billing Activity
- Click on the Billing Icon in the left navigation.
- Click on the Pay Icon in the line where the Invoice (for example, INV-3) is located.
- Click on Select Add Payment Method.
- Select the Apply Credit.
- Click Pay.
Method Two: Patient Profile Page
- Click on the Patient's name.
- Click on the Billing tab.
- Click on the Pay Icon in the line where the Invoice (for example, INV-3) is located.
- Click on Select Payment Method.
- Select the Account Credit.
- Click Pay.
Method Three: Appointment
- Click on the Appointment.
- Click on the Invoice (example, INV-3).
- Click on Pay.
- Click on Select Payment Method.
- Select the Account Credit.
- Click Pay.
Comments
4 comments
I don't remember, but I believe we are currently not able to pay one client's bill with another client's credit. I have a few families that come in and they use their pre-paid appointments for each other so if one can't come in, the other takes the slot. Client A has the credits, but client B is coming in for the service that day. Will there be a point where I don't have to delete from client A and credit client B and simply transfer credits? With notification to the client, either automatically or on demand.
@Cchadwick I'll pass this feedback onto the team. It makes sense.
Here is a link to a support article on how to transfer credit.
https://support.noterro.com/hc/en-us/articles/23697328308244-Transferring-Credit-from-one-Patient-Account-to-Another-Patient-Account
Thanks, Nick. That’s what I did. I was looking for a more seamless transfer that would show the transfer between accounts.
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