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.