​Issuing Credit Memos

The Credit Memo section allows you to issue credits for patient accounts, ensuring efficient adjustment of balances for refunds or service changes.

Graphic 1:

• Navigation:
  
  • Go to Invoice & Billing.
  • Select Credit Memo to start issuing a credit.
• Provide Credit Details:
  
  • Credit to: Enter the patient name (e.g., Tuba Maryam).
  • Invoice ID: Link the credit to the specific invoice if applicable.
  • Description: Add a brief note explaining the reason for the credit (up to 300 characters).
  • Credit Amount: Specify the amount to be credited to the account.
• Finalize Credit:
  
  • Save and apply the credit to adjust the patient’s balance accurately.