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Creating a Patient Credit

  1. Billing
  2. Creating a Patient Credit

    3. 4 min read
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Need to accept a patient payment without booking an appointment or selling a product? You can create a patient credit.

Jane Tip💡: A patient credit is a prepaid balance that sits on the patient’s account and can be applied to future invoices. There are two ways to create one.

Option 1: Record an Overpayment on an Existing Invoice

This option is great for when a patient pays more than their invoice total (For example, they pay $300 on a $100 invoice).

Steps

  1. Navigate to the Patient’s Profile > Billing > View to the right of an invoice
  2. Click Pay in the top right corner
  3. Click Next
  4. Select your payment method by clicking on the blue Add Payment Method text
  5. In the Amount field, enter an amount greater than the invoice total
    • Example: For a $100 invoice, enter $300
  6. Click one of the Pay buttons to complete the transaction

An image of where to enter in the total payment being received from the patient

What Happens

Jane applies $100 to the invoice (the owed amount) and creates a $200 credit on the patient’s account. The credit will be reflected in the Patient Profile Dashboard.

Option 2: Create a Payment Without an Invoice

Use this option anytime you’d like to add credit to a patient’s profile without linking it to a specific product or appointment

Steps

  1. Navigate to the Patient’s Profile > Billing > Payments > Receive Payment
  2. Make sure to de-select any pre-populated invoices and click Next
  3. Click the blue Add Payment Method text
  4. Select the payment payment method
  5. In the Amount field, enter the amount you’re collecting from the patient
    • Example: If you need to create a credit for $100, enter $100
  6. Click one of the Pay buttons to complete the transaction

An image of where to enter in the total payment being received from the patient

What Happens

The full amount you entered is added as a credit to the patient’s profile. The credit will be reflected in the Patient Profile Dashboard.

There isn’t a direct way to transfer a credit from one patient to another, but here are two workarounds:

You can apply a credit on one patient’s profile toward an outstanding balance on a related patient’s profile. See our guide on Payments for Related Clients for details.

Option 2: Load a Gift Card

You can use a patient’s credit to load a gift card, then redeem that gift card on any patient profile. See our guide on How to Transfer a Patient Credit Using a Gift Card for step-by-step instructions.

And that’s it! You’re all set to create credits like a pro!

If you have questions about patient credits, please don’t hesitate to reach out to our support team.