Billing with a Prior Credit - Clinic Essentials Knowledge Base

Billing with a Prior Credit

June 9, 2012

When to use:

If a patient has a prior credit or pre-payment and would like to use it for a billing. ​

Actions:

  1. Bring up the patient in Patient Information (Browse)
  2. Select Bill
  3. Change the Practitioner at the top if applicable
  4. Select the fee you wish to bill by selecting the binoculars by code and right clicking on the fee or by selecting the f-key at top
  5. Deselect payment at the bottom right
  6. Save
  7. An option to apply credit will be displayed, select yes
  8. The Apply Payment screen will be displayed, press auto-apply on the right
  9. Done​

 Applicable to Version 7.12 and higher

Billing

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