Paying an Invoice from Account Credit

If a Patient has a credit on their account and wants to use it, there are three ways to pay an Invoice using their account credit.

Method One: Billing Activity

1. Click on the Billing Icon in the left navigation.
2. Click on the Pay Icon in the line where the Invoice (for example, INV-3) is located.
3. Click on Select Add Payment Method.
4. Select the Apply Credit.
5. Click Pay.

Method Two: Patient Profile Page

1. Click on the Patient's name.
2. Click on the Billing tab.
3. Click on the Pay Icon in the line where the Invoice (for example, INV-3) is located.
4. Click on Select Payment Method.
5. Select the Account Credit.
6. Click Pay.

Method Three: Appointment

1. Click on the Appointment.
2. Click on the Invoice (example, INV-3).
3. Click on Pay.
4. Click on Select Payment Method.
5. Select the Account Credit.
6. Click Pay.