Issuing and Voiding Credit Notes
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Issuing an Ad-Hoc Credit Note
Voiding a Credit Note
Issuing and Voiding Credit Notes
Updated: May 02, 2025
Description
How to issue, preview, and void ad-hoc client credits.
Steps
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Issuing and Voiding Credit Notes
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Select the Patient.
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Click on Issue Credit Note
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Enter the Credit Amount
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Add a Credit Reason
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Click to Email, Download, or Print the Credit Note
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Click X to close this screen
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Navigate to Reports
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Afterwards, click on Financial Reports
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Use Filters to narrow the results.
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Click to Preview
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Select Refund to refund a client credit.
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Click to Email, Download, or Print the credit note.
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Click here to Void
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Enter a Void Credit Note reason.
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When a credit note has been successfully voided, it's status will change to "Voided"