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Paying an Invoice from Account Credit

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4 comments

  • Cchadwick

    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.

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  • Ryan

    @Cchadwick I'll pass this feedback onto the team.  It makes sense.

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  • Nick

    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

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  • Cchadwick

    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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