Permissions

You must have billing permissions to apply a credit to a client.

Before You Begin

Adding credit is essentially adding a payment. A payment number will automatically be created/assigned when you save the payment information. 

Add Credit

  1. Navigate to your desired client.
  2. On the sidebar menu click Ledger.
  3. Click the Accept Payment button. 
  4. Choose the type of payment (client or insurance. Insurance will only be an option if you entered insurance for that client.)
  5. Enter the amount of the payment in the total amount field. 
  6. Choose payment method.
  7. Enter payment date.
  8. All open invoices that need a payment will show. To not apply the payment to those invoice and just add the credit then do not select any invoices. 
  9. Click Save.


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