How to redeem gift certificates on invoices in ClinicSense

  1. From the Calendar, select the appointment
  2. Go to Invoice, then scroll to the bottom
  3. Click Add Payment, then set How is the client paying? to Gift Certificate
  4. Select the gift certificate, then click the Pay $(...) button
  5. When done, click Save or Save & Close

Notes

  • Omit any dashes from the number when searching for the certificate 
  • If the certificate has insufficient funds to pay the full invoice, simply enter the certificate's balance in the Pay Now tool's Payment Amount field

Video guide


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