Use Account Credit (Unapplied Payments) to pay off invoices directly from either the Invoice or Account tab in the Payments panel.
Apply account credit
Invoice tab → Type: Payment → Method: Account Credit
Account tab → Type: Balance Payoff → Method: Account Credit
After applying account credit, two rows appear in the ledger:
Transfer from Account Credit (Unapplied Payments)
Payment – Account Credit (Unapplied Payments)
Hovering over either ledger row displays any notes associated with the transaction.
Note: Patient invoice transfers will not be possible if an Account Credit has been applied to their invoice.
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