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Use customer credit

Customer credit is a balance the client keeps with the clinic, for example after a deposit or a refund.

Add credit​

  1. Open the client record and click Customer credit.
  2. Under Deposit, type the Amount and choose the Payment method.
  3. Click Deposit credit.

Use the credit in a sale​

When you receive the payment, turn on Use customer credit. The Available customer credit is shown.

Give the credit back in cash​

Under Withdraw, type the amount and the Reason, and click Withdraw credit in cash. This needs an open cash register and internet.

Done​

The Statement shows every deposit, use and withdrawal, with the balance. Click Print or Export to give it to the client.