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, select the Apply Credit checkbox. This will automatically fill the credit amount field with the available credit to apply toward the payment.
In the bottom left corner, you’ll see the total available credit and the portion of it you’re applying.
The Credit amount field is the amount of available credit you are applying to the payment.
💡Pro tip:
If your payment amount is greater than the existing credit, you'll want to also add payment information in order to create the payment.
Example: patient has a $10 credit, but their total is $15. You'll want to apply the $10 credit and enter payment information for the remaining $5.
