Submitting a refund as credits

There may be a time when there is an overpayment, or credits from a refund, that will remain on a patient record. Credits are also transferable between patients and companies.

Examples of client credits:

1. Patient overpays for a good or service and gets a refund in the form of credits. A family member is billed for a good or service, the credits can be transferred to the family member for use.
   
2. Patient pays for 10 visits/sessions upfront, this will remain on the client record as credits, so each time they come in the credits are applied to that good or service.
   

Submitting a refund in the form of credits

Open a patient’s client card and click the ‘acct summary’ button.

Click the invoice summary tab.

Click the ‘refund/return’ button.

On the above window,

1. Select ‘create credit on payer’s account’.
   
2. Enter the number into the ‘number of returns’ column of the respective payment.
   
3. Click save.
   

1. Click yes.
   
2. The credits are now visible on the invoice summary shown below.
   

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