How do I apply client's credit to amount due?

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Olivia Cichon

• August 18, 2022 22:01

Hello,

A client of mine has credit on her account from overpaying after meeting her insurance deductible.  Can you tell me how to apply that credit to the amount due?

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  Kathleen Burke

  • August 19, 2022 16:32

  The overpayment amount is probably linked to an existing invoice. Delete the invoice (or invoices) associated with the appointments that were overpaid. This should allow you to apply the credit to new charges. I'm not positive, but you may also need to delete and recreate any invoices for the appointments occurred after the deductible was met so that credit is applied to them

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