Issue account credit

Account credit is goodwill or correction credit for the till — for example a missed discount or a gesture after a delay. You issue it on the patient card under Credit & vouchers. Reception then applies it at Sales checkout. It is not a gift voucher; gift vouchers are sold and redeemed separately.

Issue credit on the patient card

Open the patient card (Admin → Patients, or Search patient in the top bar).
Scroll to Credit & vouchers.
Click Issue account credit.
Enter Amount (£) and an optional Note (for example “Missed discount on last visit”).
Click Issue credit.

Patient card Credit & vouchers section with Issue account credit button — Credit & vouchers on the patient card — Issue account credit is on the right.

Issue account credit dialog with amount and optional note — Issue account credit — enter the amount and an optional note, then Issue credit.

Balance and history

The Account credit balance shows how much is available. History under the balance shows each issue with date, note, and who added it.

Note

Credit only reduces what the patient owes at Sales when reception enters Credit to apply and clicks Apply. Issue credit here first if the balance is zero.

What happens next

Take payment at reception (POS)
Apply account credit at Sales checkout.
Find, edit, block and merge patient records
Find a patient and open their card.
Sell gift vouchers online
Sell gift vouchers separately from account credit.