Adding credit without processing a transaction

  • 2
  • Question
  • Updated 1 year 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?
Photo of Balance Complementary Medicine

Balance Complementary Medicine

  • 3 Posts
  • 1 Reply Like

Posted 3 years ago

  • 2
Photo of Steven

Steven, Business Care

  • 244 Posts
  • 68 Reply Likes
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.

Photo of Renae Marie

Renae Marie

  • 3 Posts
  • 0 Reply Likes
This is very helpful, do we need change anything in their transactions for the over payment of her last appt?
Photo of In Stride Health Clinic

In Stride Health Clinic

  • 124 Posts
  • 22 Reply Likes
Just change date of payment entry so you can balance accounts for the day.   Sharon