Ad-Hoc Credit Notes

Ad-Hoc Credit Notes

When raising credit notes that don't have associated bill items, Ad-Hoc credit can be raised instead. To do this, click on the [Add ad-hoc item] button:



Fill in the item details, then click [OK].


Finally, press [Post to Account].

    • Related Articles

    • Release notes 7.32

      Bill Payment Service We have added integration with CityPays Bill Payment Service. This will allow payment requests to be sent to customers from MediBooks using email and SMS, then reconciled in bulk. To learn more about this please read: Payment ...
    • Release notes 7.34.0

      Payment Requests General Payment Requests can now be sent in bulk from the Appointment Reconciliation report. A progress bar will be displayed when refreshing the status of Payment Requests. Added option to refresh or cancel individual payment ...
    • MSG release notes

      7.38 Workflow report now uses Bill Consultation date for the consultation date filter. 7.35 Fixed issue with letters not printing the full template. Added searching by claim code to picklist. Fixed issue with Reassign Bill not appearing after a bill ...
    • Credit Note

      A Credit Note can be used to reverse an invoice on an account. Select the required Customer, Business or Third Party, then click [Credit Note]. This will open the Credit Note Screen: Double Click on the Item which needs to be credited. This will add ...
    • Deallocate Credit

      Using the Journal credit can be deallocated from bills. Credit can be deallocated by double clicking in the "Deallocate" column, and typing in the amount that should be removed from the bill item. Select the [Account] button to submit the changes. ...