How do I add a voucher?

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  1. Go to a patient's profile.
  2. On the General tab, in the Appointments Overview section, click the Edit (pencil) icon next to Fee Balance. The Patient Credits / Balance pop-up appears.
  3. Click Add New.
  4.  Select Voucher.
  5. Enter the Amount, Notes (if applicable) and if the voucher applies to a specific clinic or practitioner. If no clinic or practitioner is selected, the voucher applies to all clinics or all practitioners.
  6. Click Save.

To use a voucher, go to an invoice and click the Deposit button next to the fee. Alternatively, follow these steps:

  1. From the voucher, click Mark as Paid next to the fee.
  2. In the "Use existing deposit" drop-down menu, select the voucher.
  3. Click Save.

The invoice will only take the amount needed to pay the balance owing; the rest can be applied to future invoices.

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