Link a wallet payment to an invoice

Attach a deposit or gift card payment in your wallet to an invoice, so your records match.

Table of Contents

If a payment appears in your wallet with no invoice, create one and link them.

Start a sale for the patient from Create.
Add Account credit or the gift card.
Save it unpaid.
Open the wallet payment and link it to that invoice.

The Payments list and the patient's balance then match.

Up next

Next, read Charge a service with a pricing rule.