---
title: Adding and invoicing against a credit
slug: portal-sub/adding-and-invoicing-against-a-credit
docTags: 
createdAt: 2026-03-04T12:03:14.717Z
---

You can add a credit amount to a patient ‘account’, and invoice against that credit amount at a later date.

### Adding a credit

1. Click the **Payment** button from the main toolbar menu. This will open the Payment window for the selected patient.
2. In the **Amount** field, enter the amount to be credited, and select **Credit** from the dropdown list.

::Image[]{src="https://api.qa.archbee.co/api/optimize/zICxj0dnLereb6UUrBA3-/ukFwtToZaxvb5Su6Oniaa_rxd0e1vzkpzqleipw1n6yytdpr7uou24vg.png" size="84" isUploading="false" initialPath="assets/rXd0e1vzkPZqLeiPw1n6yYtDPR7uoU24vg.png" githubPath="en/Financial/Invoicing and Payments/assets/rXd0e1vzkPZqLeiPw1n6yYtDPR7uoU24vg.png" position="flex-start" showCaption="false" indent="2"}

3. Click **OK**.

### Paying an invoice from a credit

1. 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.

::Image[]{src="https://api.qa.archbee.co/api/optimize/zICxj0dnLereb6UUrBA3-/mlYa5xoJKSfRdBB20wNbS_7vvgpt2scnvwwgsv-r42rgmt3ccdwvj3q.png" size="33" isUploading="false" initialPath="assets/7VvgpT2scNvwWGsv-r42RGMT3_CcDwVJ3Q.png" githubPath="en/Financial/Invoicing and Payments/assets/7VvgpT2scNvwWGsv-r42RGMT3_CcDwVJ3Q.png" position="flex-start" showCaption="false" indent="2"}

2. Prepare the invoice as usual by selecting a code, provider etc. and click the **Pay Now** button. This will open the Payment window.
3. In the **Amount** field, change the amount to 0.00, and select **Credit** from the dropdown list.
4. 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.

::Image[]{src="https://api.qa.archbee.co/api/optimize/zICxj0dnLereb6UUrBA3-/dixw0kVJsXy_81SWzQQ90_kqmq7ixf42ia77zzberp8v-xtcsgzjm3q.png" size="65" isUploading="false" initialPath="assets/kQm_Q7iXf42Ia77zZBeRP8v-XTCSgZJM3Q.png" githubPath="en/Financial/Invoicing and Payments/assets/kQm_Q7iXf42Ia77zZBeRP8v-XTCSgZJM3Q.png" position="flex-start" showCaption="false" indent="2"}

5. Click **OK**. A confirmation window will appear.
6. Click **Yes**. This will save the payment.

***

## Attachments

::File{src="https://api.qa.archbee.co/api/presign/zICxj0dnLereb6UUrBA3-/KtxCuR2FwLO-Y1aUfElKc_6000207281-add-a-credit-and-invoice-against-a-credit.pdf" label="Add a credit_ and invoice against a credit.pdf" initialPath="../../../attachments-export/6000207281-Add%20a%20credit_%20and%20invoice%20against%20a%20credit.pdf" githubPath="attachments-export/6000207281-Add a credit_ and invoice against a credit.pdf"}