Add a Credit (Unapplied Payment) to a Client's Ledger (TheraNest)

  Permissions: You must have Billing Permissions.

You can add a Client Credit by adding an unapplied payment. A payment number will be automatically created/assigned when you save the payment information. This create a positive balance on a Client's Ledger that you can then apply to Invoices as needed.

1. Locate Client and open Client Profile.
2. Click Ledger in side menu and click appropriate tab to locate Invoice.
3. Click Accept Payment button.
   
   
   
4. Ensure that Client Payment is selected.
5. Enter Total Payment Amount, Payment Method, Payment Date & Payment Notes (optional).
   

   NOTE: A message displays to tell you payment has been accepted, but hasn't been applied to an Invoice. You can apply it to an Invoice if you want.

6. Click Save button.
   

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