Add, redeem, and refund client account credits

Learn how to add easily add, redeem, or refund account credits from a client's file. 

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Adding account credit

1. Go to Clients, then select the client's file
2. Click More Options at upper right and click Manage account credit
   
3. Enter a Payment Amount, how the client is paying, and the Payment date
   
   
4. When done, click the Add button

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Redeeming account credit

1. From the Calendar, select the appointment
2. Go to Invoice, then click Add Payment
3. Under How is the client paying, select Account Credit
   
   
4. When done, click Pay
   

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Refunding account credit

1. Go to Clients, then select the client's file
2. Click More Options at upper right and click Manage account credit
3. Navigate to the History tab
   
4. Locate the credit you want to refund, then click Refund
5. Enter a Refund amount and Refund date, then click Refund

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Video guide

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