Case: 1114321 – Family balance/credit
Background:
When one of the members in a family has a credit, how can we apply that to another member of the family?
As of now, provision is not available to apply “Unused Amount/Credit” from one family member to the Invoice of another family member. We have this requirement in our features list. We will let you know once it is available.
Please follow the below steps to apply the already collected payment amount to the family member
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- Navigate to ‘Billing > Receipts’ section
- Click the action icon (3 dots icon) associated with the receipt and choose ‘Payment Refund’ option. This will open ‘Payment Refund to :’ window
- Choose ‘Payment Method’ as ‘Card’ and select ‘Refund To’ as ‘Patient’
Once it is done, create a new receipt for the required family member with the same amount so that you can be utilized against subsequent invoices of that member.