Next Gen - Adding Advance payment/Credit on the account.

Next Gen - Adding Advance payment/Credit on the account.

Navigation Go to any Client/patient dashboard, click on the Wallet and then click on Add Credit as shown below.



Once you're on that page, please select the type of credit that you wish to add to the client's account.

You can add the below mentioned types of credit on the account.
Advance Payment, Return item, Coupons, Other credits.

Once you choose a type of credit, please select the type of payment that you are using to add the credit.
Once you choose the payment type, please enter a Document Number if required, The amount that you are adding as credit and then the Credit note.

An example is shown below by selecting Advance Payment as a credit type.


Please click on Add Credit once you have entered all the information and the credit will available on the client's account.

    • Related Articles

    • Next Gen - Adding Credit and Debit

      Step 1: Search for the client Step 2: On the mail dash board you have the option to Add Credit and Add Debit Step 3: You can also Add Credit and Debit by going into the patient records.
    • Next Gen - How to add a credit/Debit?

      Step 1: Click on the Client name to access the details. Step 2: Go to Accounting Step 3: Click on the Add Credit (to add credit to the account) Step 4: Clinic on "Add Debit" (to add a debit to the account)        (A) Adding a credit: Step 1:  Click ...
    • VETport Account Setup - First Login

      1. Visit VETport Instance URL on your browser This will take you to your VETport Account 2. Enter your Username & Password Click on forget password if you are not remembering your passowrd 3. (OPTIONAL) If a popup like this comes up, then save your ...
    • Next Gen - Payment Type

      Navigation:  Go to Money Manager >> Accounting Settings >> Payment Type. Under Payment type, you can opt the payment type that you would like to use while processing payment. Also, if you wish to to allow any of the payment group and type to be ...
    • Next Gen - Payment Group

      Navigation :  Go to Money Manager >> Accounting Settings >> Payment Group. Under Payment Group, you will get a list of all the payment group that we have on VETport and if you uncheck any of the payment group, that specific payment group will not ...