The following instructions are to apply a patient's credit balance to an invoice.
Instructions
- Verify the patient's account has a credit. Access Patients > search for and open a patient > Account. See Example
- Open the invoice that is to receive the credit balance.
- Ensure the invoice is Authorized.
- Click 'Receive Payment.'
- In the Receive Payment(s) modal, In the Payment Amount field, input the credit amount to apply to the invoice.
- In the Payment Method field, select Credit from the dropdown menu.
- Complete all required fields.
- Click 'Apply Payments.'