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Adding Credit to a Patient's / Client's Account

Nick
  • Updated

You may want to add credit to a patient's / client's account if they are prepaying for insurance-friendly packages, or they just might want to put credit on their account.

  1. Click on the Person's name
  2. Click on the Billing tab
  3. Click the Add Payment button
  4. If there are any unpaid invoices, uncheck them and click Next: Payment Method. If there are no outstanding invoices, click Next: Add Credit
  5. Click Add Payment Method and select the payment method
  6. Enter the Amount of credit to be applied
  7. Click Pay

 

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Comments

3 comments

Date Votes
  • Robyn King

    This method doesn't work. I've tried to add credit 3 times, it comes up but it doesn't allow me to enter the amount or apply credit. 

    1
  • Yris San Gabriel

    This method does not work. There is no field to add an amount to credit the account. Please fix. Thanks!

    1
  • Nick

    Yris,

    I will create a ticket to get more information.

    Thanks

     

    0

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