Credit Notes

Benefits

The Credit Note feature makes your work easier:

Correct Invoices: Fix billing errors or changes in orders. Process Refunds: Issue full or partial refunds formally and accurately. Track Accounting: Record reversals, adjust or cancel transactions to keep everything clear. Ensure Compliance: Meet tax and financial regulations with proper documentation.

This tool is simple and helpful for managing your business daily tasks!

Credit Note with Refund

Scenario A: Ms. Emily Jacob purchased a package worth RM 212.00, fully paid, and then canceled with a 50% refund.

• Follow these simple steps:

  1. Go to [Patients] > select the Patient.

  2. Go to the patient’s [Invoices] > select the Invoice.

  3. Click [Reverse].

  4. Under the Credit note items section, in the [Use] box (for Package only), enter the number of session(s) you want to remove (if any).

  5. Also, under the Credit note items section, in the [Unit Price] box, enter the credit note amount.

  6. Double-check the Total Amount of Credit Note, including Tax if applicable, and proceed by clicking [Create Credit & Refund]. (A Credit Note is Generated)

  7. You are now in the payment Refund Page, enter the refund amount in your preferred source and click [Save Refund]. (a Refund Receipt is Generated)

  8. Finally, click the [Invoice] tab to view the Credit Note.

  9. You can also click the [Payments] tab to view the Refund Receipt.

Credit Note with No Refund

Scenario B: Ms. Emily Kevin purchased a package worth RM 212.00, fully paid, and then canceled with a 100% credit returned for her next purchase.

• Follow these simple steps:

  1. Go to [Patients] > select the Patient.

  2. Go to the patient’s [Invoices] > select the Invoice.

  3. Click [Reverse].

  4. Under the Credit note items section, in the [Use] box (for Package only), enter the number of session(s) you want to remove (if any).

  5. Also, under the Credit note items section, in the [Unit Price] box, enter the credit note amount.

  6. Double-check the Total Amount of Credit Note, including Tax if applicable, and proceed by clicking [Create Credit Note]. (A Credit Note is Generated)

  7. A green label will appear on top, mentioned the patient has an account credit with amount, this label will also appear on the Patient Details page. This patient credit can be used for any future purchases, or to pay any outstanding invoices.

  8. Finally, click the [Invoice] tab to view the Credit Note. (No Refund Receipt is generated since no refund action is involved.）