Use customer credit
Customer credit is a balance the client keeps with the clinic, for example after a deposit or a refund.
Add credit
- Open the client record and click Customer credit.
- Under Deposit, type the Amount and choose the Payment method.
- 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.