Create a Credit Memo

A credit memo is the opposite of an invoice. While the invoice claims what money is owed to you, a credit memo clarifies what moneys you owe a patient. Being able to differentiate and document this category of your financials is vital to accommodate your patients' needs.

1

Click on Create new, then Credit Memo on a Contact's Transactions tab.

2

Update Untitled charge line item with the reason for the credit. Items can be typed, selected from preset charges that appear when clicking on the text box, or linked from open documents. An open documents link indicates there is a Return Agreement with credits pending a Credit Memo. Follow the link and click Add next to the document(s) related to your transaction.

3

Add the Quantity, Rate, and Fees.

4

Balance due will display the amount to be credited to the Contact's account.

5

Click Save and close to exit.

6

Credit amount will update in Transactions tab.