Credit and Debit Notes

Choose the note type

1. Open the invoice.
2. In Transactions, click Credit/Debit Note.
3. Choose Credit or Debit.

Use a Credit Note to reduce the invoice amount. Use a Debit Note to increase it when an additional charge must be recorded.

Create Credit or Debit Note

1. Select the invoice procedures or products that the note affects.
2. Enter the amount for each selected item, or enter the total note amount when the form allows it.
3. Review the tax and recalculated invoice amount.
4. Add a clear explanation in the note field.
5. Save the credit or debit note.

A credit note is limited by the remaining amount available on the invoice. The exact limit can depend on earlier credit and debit notes and the invoice tax configuration.

Update Credit or Debit Note

Open the saved note from Transactions to correct its amounts or reason, then save the changes when the record is still editable.

Delete Credit or Debit Note

Delete the note only when it was created incorrectly or must be fully removed under the clinic's billing policy.

Do not use a credit or debit note to represent money that was actually returned to the patient. Use a refund for a returned payment.