Jane's Guide Here's all the help you need to use Jane.

Creating a Patient Credit

To create a patient credit, you can overpay an invoice (through cash, cheque or whatever method of payment chosen to overpay) or create a payment without applying it to an invoice.

Recording an Overpayment

For this method, we’ll be recording a payment for more than what the client or patient would be charged for just the owed amount on the invoice. In the images below, you can see that the amount owing is $100. Taking a payment of $300 will apply $100 towards the invoice, and leave a $200 credit on the patient’s account. You can do this from any screen where you would normally receive a payment.

Click Next and then enter $300 with the appropriate payment method.

Notice that Jane highlights that $200 will be applied as credit to the patient’s account.

Taking A Payment Without An Invoice

To record a payment without having an invoice to pay, go to the Patient tab, search for the patient, go to their Billing tab, and then their Payment tab. There, you will click the Receive Payment button.

In the initial payment screen, just click Next to receive the full payment as account credit.

In the next screen, click “Add Payment Method” to choose the payment method and then enter the amount to receive as credit.

Additional Notes:

Is there a way to transfer a credit to another related client or family member?

At the moment, there isn’t a direct way to do this, but there are some workaround options.

Option 1: You can either use the Payments for Related Clients workflow to use the credit on an outstanding balance on a related client’s profile.

Option 2: Another alternative would be to Load a Gift card using a Credit On File, since gift cards can be redeemed by client profile.

As always, if you have any additional questions feel free to reach out to our support team

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