Credit Balance Automation

Learn how credit balances generate in PracticeQ, and when they are automatically applied to invoices.

Credit balances generate when:

• There is overpayment on an invoice.
  
  • Example: The invoice is for $150 and $250 is collected. A $100 credit balance will generate on the client's account due to overpayment.
• An invoice balance is decreased after the invoice has already been paid in full.
  
  • Example: The invoice balance is $100 and $100 is collected. The invoice balance is then decreased to $50. A $50 credit balance will generate on the client's account.

Credit balances will be automatically applied when:

• An invoice is auto-charged for an appointment. 
  • See below for exceptions.

Credit balances will NOT be automatically applied when:

• The invoice was generated by a recurring payment plan.
• The invoice was manually generated by staff.

Guidelines:

• A credit balance will only be applied automatically when the invoice is automatically generated/charged and is NOT part of a recurring payment plan.
• If you wish to use a credit balance to a balance, open the invoice and click Apply credit to this invoice.