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Creating a Credit Memo (Patient Credit when No Payment Received)

This guide is going over how to create a credit on an account when no payment has been received by the patient.

This is suited for things like trades, where you might be trading $100 worth of Massage services for $100 worth of website development. Or if you have a special promotion where a client wins a free treatment, you can put the cost of the treatment in as a credit memo to pay for that appointment without any cash-flow being recorded in your transactions or sales reports.

If you’re looking to create a credit because a patient is pre-paying for appointments or otherwise, please refer to our guide here: Creating a Credit from Payment

You can create a credit for a patient by going to their Patient Profile and then to their “Billing” tab (1). There is a “Credit Memo” tab (2) where you can create a credit for that patient (3). Credit memos will not show as income on your transaction or sales report.

The balance you create here will be available for use against future appointments.