Adding credit without processing a transaction

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  • Question
  • Updated 3 years ago
  • Answered
We have a patient who was overcharged on her credit card but it was only discovered after settlement and balance.  Is there a way to put this as a credit  on her file  without it going through as a transaction?
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Balance Complementary Medicine

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Posted 4 years ago

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Steven, Business Care

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Hi there. Adding a credit onto a patient’s account is easy.

Simply select the Payment option from a Patient’s file

Enter the Payment amount, tick the Accept Unallocated Payment to practitioner box, click OK and then confirm.

Enter the Payment Type as normal, in your case, EFTPOS.

You will now see a credit balance appear on the patient’s file determined by the parenthesise and blue colour

Next time you Bill or Receipt your patient Front Desk will attempt to use the credit amount as indicated in the below screenshot.

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Renae Marie

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This is very helpful, do we need change anything in their transactions for the over payment of her last appt?
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In Stride Health Clinic

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Just change date of payment entry so you can balance accounts for the day.   Sharon