Located in the Invoice tool bar, a credit memo can be created from the invoice by clicking on the Create a Credit Memo button.
The system will automatically generate a Credit Memo number. Simply enter the Credit Amount (2) and the reason for the credit memo in the Notes (3) field. Next time the patient makes a payment, you will be presented with a pop-up showing the available credit memo. If required you can adjust the Credit Memo date using the Date Created (1) field.
You can transfer a credit memo from one patient to another. Select the Transfer Balance to Another Patient button and select from the Patient Manager the patient to whom you wish to transfer the credit memo. The Notes tab can register the reason for the transfer for tracking capability.
How to Create a Credit Memo for a Patient from the balance of an Invoice ( see How to help section - Credit Memo)
