Online Payments | Sending a credit note

This can only be done through Payment Tracking and only for invoices originally sent to the patient or another person through patientzone.

Get to the Manage Transaction screen in the normal way and click against the amount you need to credit. Change the Trans. Type to Credit Note and type in the amount.

Click Save and the document preview pane will appear. You can change the template to be used if you want. Click Send via patientzone. You’ll immediately see a message to let you know that the submission has been successful.

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