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How do I use credit note?
Credit note is meant for situations when the clinic owes customers money, which can be used for refund purposes.
- Go to Invoices -> Credit note.
- Click Add Credit Note.
- Credit note can be issued to patient, insurance/panel or distributors according to purpose. Select accordingly and click Add Credit Note.
- Add item with the price.
- Click Save.
- The credit note can be printed for customers’ copy or sent through email.
- Add/Edit Refunds if customers demand refunds in terms of money.
- Select the payment method and click Save.
- Credit notes can also be used to pay for invoices. Select credit note over payment method when adding payment for an invoice.
- *Credit note will only appear as an option if a valid credit note is added to the patient of an invoice.