Credit Note and Deposit
Add credit note through confirmed invoices
Video Tutorial Click on ' Current Patient ' Click on ' Invoice ' Go to ' invoice ' Select ' Refund Invoice ' Select refund type and refund amount View records here
Refund Deposits
Video Tutorial Click on ' Current Patient ' Click on ' Invoice ' Go to ' total credit ' Click on three dotted menu and click ' Refund ' Enter refund amount before clicking ' confirm '
Check deposit records
Video Tutorial Click on ' Current Patient ' Click on ' Invoice ' Go to ' deposits '
Delete Deposits
Video Tutorial Click on ' Current Patient ' Click on ' Invoice ' Go to ' deposits ' Click on the three dotted menu and select 'Payment'. Press the delete icon on the transaction Deposit status will update as void
Adding a Deposit
Video Tutorial Click on ' Current Patient ' Click on ' Invoice ' Go to ' deposits ' Under add a deposit, enter amount, remarks, select whether the deposit is refundable and save. Choose payment type and amount (if any)
View credit note apply records method two
Video Tutorial Click on ' Current Patient ' Click on ' Invoice ' Go to ' total credit ' Click on dotted menu and ' Records ' View records
View credit note apply records method one
Video Tutorial Click on ' Current Patient ' Click on ' Invoice ' Go to ' invoice ' Select ' View Invoice ' Click ' Apply Record ' View records here
Apply credit note method one
Video Tutorial Click on ' Current Patient ' Click on ' Invoice ' Go to ' invoice ' Select ' View Invoice ' Click ' Apply ' Enter apply amount and submit
Apply credit note method two
Video Tutorial Click on ' Current Patient ' Click on ' Invoice ' Go to ' total credit ' Click on ' Apply to invoices ' Enter apply amount and select invoice before submitting
Check Refund Record
Video Tutorial Click on ' Current Patient ' Click on ' Invoice ' Find refunded invoice Click on ' View Invoice ' Click on ' Refund Record '
Void Refund
Video Tutorial Click on ' Current Patient ' Click on ' Invoice ' Go to ' total credit ' Click on ' void '
Generate credit note from goods return
Video Tutorial Click on ' Current Patient ' Click on ' Pharmacy ' Enter amount to return Under invoice go to ' Total Credit ' Check if credit note is correct
Check a patient's credit and deposit
Click on ' Current Patient ' Deposit: deposit received and pending for apply CN: credit note total amount and pending for apply Total useable credit:
How to print a deposit receipt
Video Tutorial Click on ' Current Patient ' Click on ' Invoice ' Go to ' deposits ' Click onto dotted menu and click ' print '
Print a refund
Video Tutorial Click on ' Current Patient ' Click on ' Invoice ' Find refunded invoice Click on ' View Invoice ' Click on ' Refund Record ' Click on print icon to print record
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