Use account credit on an invoice

Spend a patient's account balance on a new sale, or on an invoice that's still unpaid.

Table of Contents

Build the sale, or open the unpaid invoice.
At the payment step, choose Account.
Enter how much to use.
Pay the rest another way if needed.
Complete the sale.

The Account ledger on Financials shows what was used. To add credit, sell the Account item, or use the option on the patient's Financials tab.

Up next

Next, read Create payment types.