The following instructions are to apply a granted credit to a patient's account to an invoice.
Instructions
- Verify the patient's account has a granted credit.
- Access Patients > search for and open a patient > Account. See Example
- Open the invoice to apply the patient's credit.
- Click 'Receive Payment.'
- In the Payment Method field, select Credit from the dropdown menu. See Example
- Complete all required fields.
- Click 'Apply Payments.'
