Account Credit can be used to track gift card or voucher redemptions and to add deposits, loyalty rewards, referral bonuses, and other credits to a patient’s record..
To add credit to a patient’s account that can be applied to invoices:
1. Navigate to the Patient Profile > Invoices tab and on the top right under Account Credit, click Adjust.
2. Enter the correct date, amount, Transaction method, and description, then click Add.
3. The account credit will now be available to be applied as payment toward invoices.
