This article explains how to apply an existing credit (a recorded payment that hasn’t yet been applied to an invoice) to one or more outstanding invoices.
If you record discounts as payments, the same steps apply.
Steps
- Open Patient Manager.
- Locate and select a patient case with a credit on file.
- Go to the Account Activity tab.
- Locate and double-click the credit record.
- Tip: Unapplied credit records appear in bold in the list.
- Select an outstanding invoice by placing a checkmark next to it.
- Click OK to confirm.
- If credit remains and other outstanding invoices exist, repeat the process for each one.
- When all credits have been applied, click Save & Close.