There are three methods of adding credits to patients:
1) New Credit Option
This option would be used when you want to give a patient for example, a loyalty credit. There is no Payment Type attached to this feature.
a. Go to Home>Accounting>Credits section - New Credit. You will get this popup.
b. Enter the Patients Name, select the Clinic, enter the Date and Amount of the credit and enter Notes if you like then "Save".
c. To see the credit go to the Patients Profile>History>Credits tab.
2) Using the Enter Payments Option
a. Go to Home>Accounting>Billing section - Enter Payments.
b. Select Patient from the drop-down menu.
c. Enter the patient name, type of payment, amount etc.
d. Select "Review". This pop up allows you select Post Payments or Add More Payments.
When you select Post Payments the amount you entered will appear as a credit on the patient's profile under the History, Credit tab. Add More Payments - you can add additional payments for the patient.
e. The credit will appear under the Patients Profile>History>Credits tab.
f. The credit will appear under Reports>Payments Received.
g. The credit will appear under Reports>Day End in the Total section. Also in combination with the Day End Report go to Reports>Credits and set the date range to match the Day End Report to see Credits and Payment Type for that day to balance the report.