How to credit more than one payer at a time – Batch Customer Credits

Batch Customer Credits can be used to bill the same fee to multiple payers at one time.

Before creating batch credits, ensure that each child’s payer has been designated as a Default Payer within the child’s account. This allows the system to identify the correct payer to invoice for each child.

Customer Credit Memo tab:

1. Go to Accounts Receivable
2. Select Batch Customer Credits
3. In the Customer Credit tab:
   1. Select Branch
   2. Date
   3. Reference Date
   4. Reference = a note that displays on the payer’s statement
   5. Due Date
      1. Lines table
         1. Click the “+” to add the Fee Item
         2. Account = should auto populate when you tab off
         3. Description
         4. Quantity
         5. Unit Price
         6. Subtotal
      2. Click the checkmark to apply
      3. Review information
      4. Click NEXT

Contact Selection tab:

1. In the Contacts Selection tab:
2. Select filters to find the payers you would like to charge the sunscreen fee
3. Click GO to display list of payers
4. Select the payers you would like to charge (blue checkmark)
5. Review selections
6. Click the NEXT

Post Invoices tab:

1. In the Post Credits tab:
   • Review
   • “Create additional document for each child?”:
     • Select this option if you want to apply a credit (document) to each child associated with the payer.
     • Leave this option unselected if you want to apply one credit per payer, regardless of how many children are associated with that payer.
   • Click the POST CREDITS button to complete.