If you are a dentist using the 'Clearing' module in Payt for your declarations, you can credit the treatments of the invoice directly in Payt.
Have you made an invoice for your patient or the health insurer but has something gone wrong? In most cases you can still credit the invoice through Payt.
Processing the credit in Payt
Search for the relevant invoice in Payt and click the top right button 'Actions' -> 'Crediting'.
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This will lead you to an overview of the declaration. Here you can click on the blue button 'Credit treatments' at the bottom right.
If you do not see the button 'Credit treatments' this declaration has most likely not been invoiced yet, or the invoice has already been credited. An invoice can only be credited once.
Here you can choose which treatments you would like to credit by checking the boxes and whether the credit is only for the patient or also for the health insurer:
Click the button blue button 'Credit treatments' at the bottom right again to confirm the credit.
After crediting, an import has to be performed before you can find the credit note in Payt.
By searching for the patient or invoice you will be able to find the credit note.
Can't see this option in Payt? Then you are probably not using the declaration module of Payt. In this case you can process the credit in your accounting software. After the next import takes place we will import the credit into Payt. You can read more about this here: How does Payt handle outstanding credit notes and invoices with the same customer??
Processing the credit in your dental software
If you have credited in Payt, it is sometimes important to also credit this in your dental software (e.g. Exquise or OASE). This way you will know for sure that the credit is completely processed.