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.
Don't see this option in Payt? Then you are probably not using the 'Clearing' module. In that case, you can process the credit in your accounting software. During the next import, the credit will be reflected in Payt. You can read more about this here: How does Payt handle outstanding credit notes and invoices with the same customer?
- Do you want to credit the entire invoice or specific treatments? This article explains how to do that in Payt.
- Do you want to credit a specific amount instead? That can be done via WeFact.
Read more (Dutch): How do I credit a specific amount to the patient?
How do I process the credit in Payt?
- Locate the invoice in Payt and click 'Actions' > 'Crediting' in the top right.
- You'll be taken to an overview of the declaration. Select 'Credit treatments'.
- Tick the lines you wish to credit and indicate whether the credit is only for the patient or also for the insurer.
- At the bottom, click 'Credit treatments' and confirm the credit.
Search for the relevant invoice in Payt and click the top right button 'Actions' -> 'Crediting'.
Tip: 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.
When will I see the credit note in Payt?
If you have (partially) credited a declaration, a WeFact import must first take place to generate the credit note and make it available in Payt. Has the patient already paid the invoice? Then the credit note will remain outstanding for the patient. You can refund the amount manually and reference the invoice number in the payment description.
Will the original invoice be updated after crediting?
The original invoice is not automatically updated to remove the credited treatments. A credit note is created instead, which can be sent to the patient. If you prefer to update the invoice itself, credit the entire declaration and resubmit it to Payt with the correct information. A new invoice will then be created.
What do I need to do in my dental software?
If you’ve processed the credit in Payt, it may also be necessary to credit it in your source system (e.g. Exquise or OASE). This ensures the credit is properly recorded across all systems.