Adding Credit to a Patient's / Client's Account

You may want to add credit to a patient's / client's account if they are prepaying for insurance-friendly packages, or they just might want to put credit on their account.

  1. Click on the Person's name
  2. Click on the Billing tab
  3. Click the Add Payment button
  4. If there are any unpaid invoices, uncheck them and click Next: Payment Method. If there are no outstanding invoices, click Next: Add Credit
  5. Click Add Payment Method and select the payment method
  6. Enter the Amount of credit to be applied
  7. Click Pay

Add Credit Card to Patient's / Client's Account

Delete Credit Card from Patient/Client's Account

Patient Financial Summary / Financial Statement

You may want to add credit to a patient's / client's account if they are prepaying for insurance-friendly packages, or they just might want to put credit on their account.

  1. Click on the Person's name
  2. Click on the Billing tab
  3. Click the Add Payment button
  4. If there are any unpaid invoices, uncheck them and click Next: Payment Method. If there are no outstanding invoices, click Next: Add Credit
  5. Click Add Payment Method and select the payment method
  6. Enter the Amount of credit to be applied
  7. Click Pay

You may want to add credit to a patient's / client's account if they are prepaying for insurance-friendly packages, or they just might want to put credit on their account.

  1. Click on the Person's name
  2. Click on the Billing tab
  3. Click the Add Payment button
  4. If there are any unpaid invoices, uncheck them and click Next: Payment Method. If there are no outstanding invoices, click Next: Add Credit
  5. Click Add Payment Method and select the payment method
  6. Enter the Amount of credit to be applied
  7. Click Pay

Add Credit Card to Patient's / Client's Account

Delete Credit Card from Patient/Client's Account

Patient Financial Summary / Financial Statement

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