When there are funds available in Account Credit (Unapplied Payments), you can use Account Credit as a payment method that will be used to pay off invoices. This method is available on both the Invoice and Account tabs in the Payments panel.
Invoice tab > (Type) Payment > (Method) Account Credit
Account tab > (Type) Balance Payoff > (Method) Account Credit
When you apply an Account Credit to Invoice(s), you’ll see two ledger rows:
Transfer from Account Credit (Unapplied Payments)
Payment – Account Credit (Unapplied Payments)
Hovering over the ledger row will display any notes associated with the payments:
Please note: Patient invoice transfers will not be possible if an Account Credit has been applied to their invoice.
