Create a Credit Memo
Selecting the New Credit Memo (patient or Insurance) button will display the Credit memo item screen into which you can record your information.
The steps to create a Credit Memo are as follows:
1) Select a patient or insurance company by choosing the select button beside the Patient No field or the Name field.
2) Enter the amount to be credited in the Credit Amount field
3) Enter your Notes to identify the reason for the Credit Memo
The system will automatically assign a Credit Memo No. to the item and will display today's date. If you wish to change the date, select the drop-down button to change the date or manually enter the desired date in the field. The Invoice(s) credited tab will display the invoice(s) this credit has been applied to.
Selecting the close button will save your entry.
Important Review the Security settings associated with Credit Memos (see System Security). If you are not authorized for the credit memo feature, you may not be able to create Credit Memos.
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Note: Credit memos that have been created cannot be deleted. To deactivate a credit memo place the Credit Amount to a value of $0.00. No limit exists on the number of Credit Memos you can create.
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See How to section for more information on creating Credit Memos.
