Monday, March 18, 2013

ClearDent Tip of the Day #6: How to Transfer Credit Between Patients


You have 2 patients who are friends and one of them doesn’t have enough money.

  • 1st Patient - John Doe has a credit of $250.00
  • 2nd patient – Daniel Petkov needs $250.00 
1. Go to John Doe's Ledger

2. Go to Add > Credit Transfer

3. Select Transfer CR Amt: $250.00 
4. Select Allocate From: Choose John, Doe 
5. Select Allocate To: Daniel, Petkov  
6. Choose transaction you want to apply and click Ok

This screen shows you that money is taken from John Doe and applied to Daniel Petkov.

Now let’s check Daniel Petkov’s Ledger.

In Daniel Petkov’s ledger, it says that credit of $250 is applied to John Doe. Now Daniel Petkov owes $435.40.

Please Note:

If you want to reverse credit transfers or delete credit transfers, you have to do that from both ledgers.

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