A client credit is a positive balance or amount credited to a client's account. This account balance shows the total amount of funds the client has to spend on future transactions.
There are several reasons why you might give a client a credit on their account:
- Overpayment: If a client has overpaid for a service or product, you may issue a credit to reflect the excess amount.
- Refunds: In cases where a client returns a product or requests a refund for a service, you may provide a credit to their account.
- Customer Satisfaction: A credit can be a goodwill gesture to address a customer complaint or concern, enhancing customer satisfaction.
- Promotions or Loyalty Programs: Credits can be part of promotional activities or loyalty programs, encouraging repeat business.
Add a New Treatment Item with a Negative Price
This option allows you to run a Usage Report.
- Create a Service (procedure) with "allow price change" enabled and "exclude from production calculations".
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Add the procedure item to the patient's treatment and enter a negative price.
- Make a payment of $0 with payment type of cash.
Make a Deposit
This option requires the practice to have a payment type that is set to be Excluded from Income Calculations on Sales Report like write-off.
- Navigate to the client's page.
- Under the Account Balance section > select Make Deposit.
- Use a positive amount to give credit with the excluded payment type.