1. Credit Notes in the wawa platform
Use credit notes in the wawa platform to indicate patients’ payment and financial statuses with your clinic.
Note: Once a credit note is applied to an invoice, it cannot be undone.
2. How it Works
Processing a Full Credit Note
Visit the invoice you wish to credit
Find the “Credit invoice” button
Select whether you would like to credit the full amount, or a partial amount
To credit a partial amount, the remainder must have already been paid. To do this, click “Pay invoice” and indicate the amount you wish to charge the patient. Read more about paying invoices online, and accepting partial payments on the card terminal.
Processing a Partial Credit Note: learn how to process a partial credit note here
You can also add credit to a patient’s account through deposits. Read more here.
Invoices can be paid using credit. Click “Pay invoice” and select “Pay with credit.”
To transfer credit from a patient to their partner, visit the “Credit Notes” tab and click “Transfer Credit.” From here you can indicate the amount you wish to transfer to the partner.
For those with Finance and Finance Admin permissions
You are able to view all credit notes within the clinic by visiting the Finance tab from the left-hand menu, and clicking “Credit Notes.”
Filter by patient and date range, see the total amount and sum of credit notes, and export a consolidated .csv file of your clinic’s credit note information.
Click on the "Credits" tab to view a report of all patients to whom credit has been issued.