Adding and invoicing against a credit

you can add a credit amount to a patient ‘account’, and invoice against that credit amount at a later date adding a credit click the payment button from the main toolbar menu this will open the payment window for the selected patient in the amount field, enter the amount to be credited, and select credit from the dropdown list click ok paying an invoice from a credit click the invoice button from the main toolbar menu this will open the invoice window for the selected patient the outstanding balance will appear in the top left, under payer prepare the invoice as usual by selecting a code, provider etc and click the pay now button this will open the payment window in the amount field, change the amount to 0 00, and select credit from the dropdown list in the table beside the amount, check the field in the green check mark column a green check mark will appear beside the credit amount the credit amount in the top left will already have updated to the new credit amount click ok a confirmation window will appear click yes this will save the payment attachments