Skip to main content
All CollectionsInvoicing and Payments
Adding Patient/Client Account Credit

Adding Patient/Client Account Credit

Adding account credit that can be used to track vouchers or gift cards

Scott Rotton avatar
Written by Scott Rotton
Updated over 2 years ago

Account credit can be used to track gift card or voucher redemption, added to a patient's records for loyalty or referral bonus and more.

To add credit to a patients account which can be allocated towards invoices head over to

  • Patient Profile > Invoices

  • Click Add Credit

  • Enter the amount and description

Account Credit is now available to be used to pay invoices

Did this answer your question?