Best Ways to Manage Gift Certificates in Noterro

Gift certificates may be purchased to allow loved ones to choose their own services and experiences. There are a couple of ways to manage gift certificates in Noterro.

Case One: Non-Patient Purchase for Non-Patient

  1. Add a Product named Gift Certificate (Gear icon > Base Set Up > Products > Add New > New Category: Gift Certificates > Product Name and Price of Gift Certificate).
  2. Create a New Patient profile: first name Miscellaneous, last name Account (You will use this account to sell all your gift certificates).
  3. In the new Patient Profile, create a New Invoice (Billing tab> Add Invoice > Under Invoice Item type Gift Certificate > Quick Pay).
  4. Print Invoice with the Gift Certificate and give it to the Non-Patient.

Case Two: Non-Patient Purchase for Existing Patient

  1. Add a Product named Gift Certificate (Gear icon > Base Set Up > Products > Add New > New Category: Gift Certificates > Product Name and Price of Gift Certificate).
  2. Create a New Patient profile: first name Miscellaneous, last name Account (You will use this account to sell all your Gift Certificates).
  3. In the new Patient Profile, create a New Invoice (Billing tab> Add Invoice > Under Invoice Item type Gift Certificate > Quick Pay).
  4. Print Invoice with the Gift Certificate and give to the Non-Patient.
  5. When the Patient Redeems the Gift Certificate, apply the amount of the Gift Certificate to the Patient's account as a Credit. (To put credit on the account: click on the Patient's name > billing tab > Add Payment button > Gift Certificate and follow the steps).

Important Note: You could run a Product Report on Gift Certificates to see the total number of gift certificates sold in a set period. Then, you could run a Payment Method Report for that same period to see what was redeemed.

Refunding Deposits in Noterro: Using Square or Bambora

Create Invoice for Clinics that charges or bills no show

How to Mark Receipt as Duplicate After Issuing

How to Partially Pay Invoices in Noterro

Paying an Invoice from Account Credit

Invoice Payments Management: Pay (Transaction) a Single Invoice

Step-by-Step Three Easy Methods to Pay Multiple Invoices

Quick Pay: Instant Invoice Settlement & Same-Day Processing

Selling Products to Someone Who is not a Patient / Client

Writing-Off an Unpaid Balance on an Invoice

Gift certificates may be purchased to allow loved ones to choose their own services and experiences. There are a couple of ways to manage gift certificates in Noterro.

Case One: Non-Patient Purchase for Non-Patient

  1. Add a Product named Gift Certificate (Gear icon > Base Set Up > Products > Add New > New Category: Gift Certificates > Product Name and Price of Gift Certificate).
  2. Create a New Patient profile: first name Miscellaneous, last name Account (You will use this account to sell all your gift certificates).
  3. In the new Patient Profile, create a New Invoice (Billing tab> Add Invoice > Under Invoice Item type Gift Certificate > Quick Pay).
  4. Print Invoice with the Gift Certificate and give it to the Non-Patient.

Case Two: Non-Patient Purchase for Existing Patient

  1. Add a Product named Gift Certificate (Gear icon > Base Set Up > Products > Add New > New Category: Gift Certificates > Product Name and Price of Gift Certificate).
  2. Create a New Patient profile: first name Miscellaneous, last name Account (You will use this account to sell all your Gift Certificates).
  3. In the new Patient Profile, create a New Invoice (Billing tab> Add Invoice > Under Invoice Item type Gift Certificate > Quick Pay).
  4. Print Invoice with the Gift Certificate and give to the Non-Patient.
  5. When the Patient Redeems the Gift Certificate, apply the amount of the Gift Certificate to the Patient's account as a Credit. (To put credit on the account: click on the Patient's name > billing tab > Add Payment button > Gift Certificate and follow the steps).

Important Note: You could run a Product Report on Gift Certificates to see the total number of gift certificates sold in a set period. Then, you could run a Payment Method Report for that same period to see what was redeemed.

Gift certificates may be purchased to allow loved ones to choose their own services and experiences. There are a couple of ways to manage gift certificates in Noterro.

Case One: Non-Patient Purchase for Non-Patient

  1. Add a Product named Gift Certificate (Gear icon > Base Set Up > Products > Add New > New Category: Gift Certificates > Product Name and Price of Gift Certificate).
  2. Create a New Patient profile: first name Miscellaneous, last name Account (You will use this account to sell all your gift certificates).
  3. In the new Patient Profile, create a New Invoice (Billing tab> Add Invoice > Under Invoice Item type Gift Certificate > Quick Pay).
  4. Print Invoice with the Gift Certificate and give it to the Non-Patient.

Case Two: Non-Patient Purchase for Existing Patient

  1. Add a Product named Gift Certificate (Gear icon > Base Set Up > Products > Add New > New Category: Gift Certificates > Product Name and Price of Gift Certificate).
  2. Create a New Patient profile: first name Miscellaneous, last name Account (You will use this account to sell all your Gift Certificates).
  3. In the new Patient Profile, create a New Invoice (Billing tab> Add Invoice > Under Invoice Item type Gift Certificate > Quick Pay).
  4. Print Invoice with the Gift Certificate and give to the Non-Patient.
  5. When the Patient Redeems the Gift Certificate, apply the amount of the Gift Certificate to the Patient's account as a Credit. (To put credit on the account: click on the Patient's name > billing tab > Add Payment button > Gift Certificate and follow the steps).

Important Note: You could run a Product Report on Gift Certificates to see the total number of gift certificates sold in a set period. Then, you could run a Payment Method Report for that same period to see what was redeemed.

Refunding Deposits in Noterro: Using Square or Bambora

Create Invoice for Clinics that charges or bills no show

How to Mark Receipt as Duplicate After Issuing

How to Partially Pay Invoices in Noterro

Paying an Invoice from Account Credit

Invoice Payments Management: Pay (Transaction) a Single Invoice

Step-by-Step Three Easy Methods to Pay Multiple Invoices

Quick Pay: Instant Invoice Settlement & Same-Day Processing

Selling Products to Someone Who is not a Patient / Client

Writing-Off an Unpaid Balance on an Invoice

calendar date picker

Get started with
Noterro today!

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

Get started with
Noterro today!

Try Noterro and discover that running your practice doesn’t need to feel overwhelming
calendar date picker
invoice