Credit Account (Apply Later)

Selecting this option will apply the payment as an account credit towards the patient's account. This account credit can be applied to a charge at a later time. 

After adding the patient payment, follow the steps below to apply the payment as an account credit.

  1. Click the Credit Account (Apply Later) button.

  2. When the Account Credit Information window opens, make any necessary changes.

    1. Due To: Select who the credit will be due to (Patient or Insurance).

    2. Memo: By default, the memo line will automatically appear as an account credit and can be modified as deemed necessary.

    3. Provider: For reporting purposes, select the Provider the payment will be posted under.

    4. Office: For reporting purposes, select the Office Location the payment will be posted under.

  3. Click Save.


Once ready to apply the account credit, reference the Apply Account Credit Help Article.