You can review a list of credit due balances at any time by visiting the Billing Center window.
- In the Data Entry main window click Manage and select Billing to open Billing Center window.
- Click the Credit Due tab.
- Here you will see names of customers with credit due and how much credit they have with your facility.
- Note that you can’t issue credits to ACH or Stripe customers. To issue a refund click Credit Selected Customer, or click the View Customer Invoices and Payments button, click New Payment and refund to a credit card.
- But the credits will be used towards their EFT dues when you process billing.
- Click Close to finish.
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