Transferring Credit from one Patient Account to Another Patient Account

You may have an account credit balance on one patient account and would like to transfer all or part of the credit to another.

Step One:

  1. Click on the Patient's name that has a Credit Balance.
  2. Click on Billing in the Sidebar.
  3. Click on the Three Dots in the top right of the screen to the right of the Add Invoice button.
  4. Click on Refund Credit.
  5. Enter the Amount you want to move to the other Patient account.

Step Two:

  1. Click on the Patient's name that you are transferring the Credit to.
  2. Click on Billing in the Sidebar.
  3. Click on Add Payment Method.
  4. Unselect any Unpaid Invoices.
  5. Click Next: Payment Method.
  6. Click Add Payment.
  7. In the Other Methods section, select the Payment Method (ideally, you would have created a Payment Method of Transfer of Credit you would have created on the Billings settings page)
  8. Input the Amount of the transfer.
  9. Click Pay.

The amount will now appear as a credit to be used to pay invoices.

Alternative Billing Name on Invoices

Add More Than One Payment Type to an Invoice

Add Multiple Services to One Invoice

Export Invoices to Xero

You may have an account credit balance on one patient account and would like to transfer all or part of the credit to another.

Step One:

  1. Click on the Patient's name that has a Credit Balance.
  2. Click on Billing in the Sidebar.
  3. Click on the Three Dots in the top right of the screen to the right of the Add Invoice button.
  4. Click on Refund Credit.
  5. Enter the Amount you want to move to the other Patient account.

Step Two:

  1. Click on the Patient's name that you are transferring the Credit to.
  2. Click on Billing in the Sidebar.
  3. Click on Add Payment Method.
  4. Unselect any Unpaid Invoices.
  5. Click Next: Payment Method.
  6. Click Add Payment.
  7. In the Other Methods section, select the Payment Method (ideally, you would have created a Payment Method of Transfer of Credit you would have created on the Billings settings page)
  8. Input the Amount of the transfer.
  9. Click Pay.

The amount will now appear as a credit to be used to pay invoices.

You may have an account credit balance on one patient account and would like to transfer all or part of the credit to another.

Step One:

  1. Click on the Patient's name that has a Credit Balance.
  2. Click on Billing in the Sidebar.
  3. Click on the Three Dots in the top right of the screen to the right of the Add Invoice button.
  4. Click on Refund Credit.
  5. Enter the Amount you want to move to the other Patient account.

Step Two:

  1. Click on the Patient's name that you are transferring the Credit to.
  2. Click on Billing in the Sidebar.
  3. Click on Add Payment Method.
  4. Unselect any Unpaid Invoices.
  5. Click Next: Payment Method.
  6. Click Add Payment.
  7. In the Other Methods section, select the Payment Method (ideally, you would have created a Payment Method of Transfer of Credit you would have created on the Billings settings page)
  8. Input the Amount of the transfer.
  9. Click Pay.

The amount will now appear as a credit to be used to pay invoices.

Alternative Billing Name on Invoices

Add More Than One Payment Type to an Invoice

Add Multiple Services to One Invoice

Export Invoices to Xero

Get started with
Noterro today!

Try Noterro and discover that running your practice doesn’t need to feel overwhelming

Get started with
Noterro today!

Try Noterro and discover that running your practice doesn’t need to feel overwhelming