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Payments/Credits

Manage payments and credits, track invoice interactions, and review payment history effortlessly.

Updated over 3 months ago

Overview

The Payments/Credits page provides a clear overview of patient payments and credits applied to invoices. It allows you to see how payments are applied, edit payment details, and track all actions taken on invoices.

Key Features:

  • View Applied Payments:

    • Click on the “applied” value to see which invoices the payments are applied to.

  • Edit Payments:

    • Payments can be edited to reflect changes, if necessary.

This feature ensures transparency and accountability in managing payments and credits for your patients.

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