You can add a credit note to a patient's record, then use that credit note to pay off an invoice. For general information on how to create an invoice, see here.
In this article:
Add a Credit Note
You can add an amount of credit to a patient's record, at any time from the Patients page:
1. Select the patient who you want to add credit for.
2. Go to the Invoices tab on the left-hand side.
3. Click the dropdown arrow next to the New button.
4. Select New credit note.
5. Fill out the basic details of the credit note.
6. Click Add invoice item to add products to the credit note, then click the tick icon to confirm the addition.
7. (Optional) Go to the Comments section and type any Notes and Internal notes that you have for the credit note.
8. Click Save credit note.
The credit note is added to the patient's record:
You can now use this credit note to pay off an outstanding invoice.
Pay Off an Invoice with Credit
If you have added a credit note to a patient's record, you can use that credit to pay off an outstanding invoice, from the Patients page:
1. Select the patient who you want to pay off an invoice for.
2. Go to the Invoices tab on the left-hand side.
3. Click the Pay button next to the invoice.
4. Open the Payment type dropdown and select Apply credit note.
5. Fill out the rest of the payment details:
Date: Select the date that the payment is being made on
Amount: Type the amount that the patient wants to pay off
6. Click Save.
The credit note is applied to the invoice, and the remaining amount is updated in the patient's record. In this example, the credit note has been used, but it was not enough to fully pay off the invoice:
