Credit an Account Without Return/Refund

Navigate to the Billing tab for the correct patient account.

• Select New Transaction from the top-right corner of the page.

• Select Change Amount to adjust the amount to the desired total.

• Select the appropriate payment method.

• Use the payment method Cover Internally for credits on an account that the clinic is covering.

• Record a reason for the credit in Notes, then complete the checkout process as normal.

BEST PRACTICE: COPY AND PASTE THIS NOTE INTO THE MEDICAL RECORD ADDING THE AMOUNT TAKEN ONCE PAYMENT IS COMPLETE.

IMPORTANT: PAYMENTS TAKEN BY USING THIS PROCESS WILL APPLY THE AMOUNT TO ANY DUE INVOICES IN ORDER FROM OLDEST TO NEWEST. ANY REMAINING BALANCE WILL THEN BE LISTED AS A CREDIT ON THE ACCOUNT.