Credit an overcharge

If a patient has been overcharged, you can credit their account with the overcharged amount instead of doing a refund. For example, if an invoice was receipted for $300 when the service only cost $200, you could adjust the invoice to $200 and save a credit of $100 against the patient.

To credit an overcharge:

1. Open the patient's record.
2. Select Acct Enq.
3. Select the invoice then the Payments button.
   The Payment Enquiry screen will open.
4. Select the Receipt to be reversed.
5. Select Reverse Allocation then Yes to confirm.
6. Select Close to return to Account Enquiry.
7. Select the invoice.
8. Select Adjustment > Discount.
9. Enter the Discounted by amount (e.g $100) then Close to save the adjustment.
   Now that the Outstanding Amount is correct, you can receipt the invoice again.

   

10. Select the Allocation button (top right corner).
11.  Select the invoice then select Fully Receipt.
12. The overpayment (e.g $100) will show as a credit next to Account Payer Credits.
    The credit can now be applied to the next invoice raised for the patient.