Knowledgebase: Credits
How do I transfer a patient credit to another Order that has an open balance?
Posted by Veronica Marcano on 08 Aug 2014 03:54 PM

1. Open the Order that has the open balance.

2. Select the Payment button from the Order to open the Checkout window.

3. At the checkout screen select the Add Orders button to add the order that has the credit.

4. Once the Order with the credit comes into the Checkout window it will automatically apply the credit to the open balance.

5. Click on 'Add/Remove Payment' *If patient will end up with a credit, you'll first need to check the box next to the payment


The system should prompt you to allow a credit memo sales automatically:

Click 'Yes' to initiate the automatic transfer;

Click 'No' to manually allocate credits to order(s).


(4 vote(s))
Not helpful

Comments (4)
08 Feb 2016 07:54 PM
This shows real expestire. Thanks for the answer.
10 Feb 2016 06:05 AM
Cheers pal. I do <a href="">apcepriate</a> the writing.
10 Feb 2016 09:55 AM
I booked a very exsenpive hotel stay at the Dolphin Hotel Disney, FL through Expedia. I was promised a $50 Gas Card would be sent to my home address within 4-6 weeks (as part of the offer). Three (3) months have passed, and NO GAS CARD! I have called 3 times and emailed 3 times. Each time to India I believe, with NO RESOLVE whatsoever. Just long 30 minute waits on hold, transfer after transfer, canned emails that say We're sorry you are having trouble . They are just hoping customers will give up and go away. I do not understand why Expedia would create such a SCAM and offer such poor customer service! They really are driving customers away. Just look at how many people on this board have been scammed! Why would Disney be a part of this? I am not interested in booking travel trough Expedia in the future. Be very careful of their offers . [url=]eufwiek[/url] [link=]gvrjgdpc[/link]
23 Sep 2019 02:19 PM
I followed the transfer credit to an outstanding balance and it does not work. There are certain tabs they are saying to click, but they do not exist. very frustrating.
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