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How to Use an Unallocated Payment or Credit

Updated over 2 weeks ago

If a patient has a credit balance, a value will be displayed under the Available Credit header in the Payment section when creating an invoice.

To apply the credit, enter the amount you wish to apply to the invoice into the Credit field and click Add Credit Payment.

Alternatively, use the quick pay icon to pay off the outstanding balance of the invoice using the available credit balance.

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