Apply a Credit as Payment

Smartcare doesn't automatically apply credits to a patient's balance. It allows you to designate how and when that happens. You do this by applying a credit as a payment.

1

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

2

Verify Location, Date, and Responsible party. Payment method does not need to be adjusted if only using Credit on this transaction.

3

Find the appropriate Invoice under Outstanding Invoices, and confirm the Payment Amount to be applied. Credits can be divided across multiple Invoices.

4

Under Credits, confirm the total Applied amount to be used toward the open Invoice(s).

5

Amount received will only be applicable if receiving payments in addition to the applied credit. Save and close after reviewing.

6

Credit and Balance totals will be updated in Transactions tab