A credit in a patient's record is a balance from accepted payments that has not yet been applied to a purchase. 

Here's how to apply a credit: 

When you are recording a patient payment, check the Apply credit check box. This will allow you to enter the credit amount you would like to apply to the payment. 

You can see your available credit balance in the top right corner of the payment box. 

• The Credit amount field is the amount of available credit you are applying to the payment. 

💡Pro tip: 

If you receive the following error, make sure you have 0.00 entered in the payment amount field! This is because you are not physically receving a new payment, you are just applying the Credit Amount. 

Incorrect:

 

Correct: