You can add credit to your client's balance so it can be used to cover future invoices.
How to create it:
Go to the Client section in Carepatron.
Click on the Billing tab.
Click the +Credit Adjustment option.
Select the Adjustment type in the dropdown menu.
Then add the Amount and the Reason.
Finally, select Create.
Issuing credit from an overpayment
If a client has overpaid on a booking, the overpaid amount can be issued as credit for use on future invoices. To accomplish this
Update the services on the appointment
This can include replacing services entirely, or just adjusting the price if that’s all that’s needed.
Save and review the client's individual billing detail
If the overall service price has decreased, a negative uninvoiced amount will be shown.
Click Create Invoice to create a credit invoice
Review the invoice, it will show the adjustments to the services made
Click Issue credit to mark the invoice as ‘paid’ and add credit to the customer's balance
Tips
If you don’t want to issue credit invoices, adjustments can remain as uninvoiced amounts and then be added to future invoices.
Our team will be able to answer any other questions you may have. Just reply via messenger through the Help channel in your workspace.