Credit an Account Without Return/Refund
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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.