How to redeem gift certificates on invoices in ClinicSense

To redeem a gift certificate:

Open the invoice

  1. Go to your Calendar
  2. Click on the appointment that you would like to mark as paid with a gift certificate

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  3. Once the appointment is open, click on the Invoice tab on the left

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  4. From the invoice, click the Add Payment button

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Add the payment

  1. In the payment field, type in the amount that is being paid
  2. Under How is the client paying? Select "Gift Certificate"
  3. Enter the gift certificate number
  4. Indicate the payment date
  5. Click the Pay button

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The gift certificate balance will automatically be updated. If there is not enough money left on the gift certificate you will receive a warning that indicates the balance of the gift certificate.

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