When a patient has a credit on their account, you can choose exactly which invoice to apply it to. This guide walks you through how to find the credit you want to use, locate the correct invoice, and apply the credit (in full or partially).

Option #1: Apply a Credit through a Patient’s Profile

1. Navigate to the Patient’s Profile > Billing > Payments.
2. Click the View button next to the specific payment that is generating the credit you want to use.
3. Use the search bar to locate the invoice you want to apply the credit to or click View All
4. Click the Apply button to apply the credit to the correct invoice.

Option #2: Apply a Credit as a Payment Method

1. From the payment screen, click Add Payment Method.
2. Select the credit from the list of available payment methods.

💡Jane Tip: If the credit isn’t appearing as the payment method, click the X on the payment method that is already populated, then click Add Payment Method again and select the credit.

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Applying a Partial Credit

You don’t have to apply the full credit amount to an invoice. When applying a credit, there is a text box where you can adjust the amount being applied.

For example, if a patient has a $200 credit and you only want to apply $75, update the amount in the text box before clicking Apply. The remaining $125 will stay as a credit on the patient’s account.

What to Expect

• The applied amount is deducted from the credit and applied to the invoice you selected
• If the full credit was applied, the credit balance on the patient’s profile will return to $0
• If a partial amount was applied, the remaining credit will stay on the patient’s account for future use
• You can view updated credit balances from the patient’s Profile Dashboard

Related Guides

• Creating a Patient Credit
• Patient Profile Dashboard
• Creating a Credit Memo (Patient Credit when No Payment Received)
• Credits and Owings: Investigating
• Unapplying a Payment