You can see the client's credit at a glance in the Health Card and on the patient/client preview card which is displayed in multiple places such as Flowboard, Appointments, and Chat.
View a list of the sales that create this credit balance by clicking on the Information icon next the credit balance on the Health Card.
You will see the list of sales with the date, amount and patient name, as well as have the ability to navigate directly to the sale.
A similar icon is available on the patient/client preview card as well.
You can track from where the credit is coming by opening the Invoices tab under the client card, in the Health Card.
All the invoices that have credit will display the overpaid amount in green.
Check the video to learn how to use the client credit👇
📌 If a client has a credit on their account when a new charge / invoice is created, the payment method will default to 'Client credit'. You can change that and use cash or card if the client wants to keep their credit.
📌 The credit accumulates every time the client pays more than the current or outstanding balance.