ℹ️ Using the new Cliniko beta? You'll find your instructions here →
There may be times when you need to move account credit from one patient to another within your Cliniko account, whether it be a parent paying for a child’s appointment, a couple sharing prepaid sessions, or simply a patient asking to transfer unused credit to a family member.
You can transfer the balance by recording two payments: a negative payment to remove the credit from the original patient, and a positive payment to add it to the other patient. Here's how to do this, step-by-step.
Step 1: Remove the credit from the original patient
Head to the "donor" patient's Payments page and click Add payment in the top right:
Enter the amount you'd like to transfer as a negative value using the "-" symbol. In this example, we're transferring $100 out of this patient's account:
You can also include a note for your records. Click Save payment when you're done. The payment will be recorded as a refund as the credited amount has been removed from their account:
Step 2: Add the credit to the receiving patient
Next, add the credit to the recipient's account. Head to the recipient patient's Payments page and click Add payment at the top right:
Enter the same amount as before, but this time as a positive value:
As before, you can include a note for your records. For consistency, you might also want to keep the payment source the same. Click Save payment when you're done. The payment will be added as account credit, ready to be used towards future invoices:
You can view the patient's total available credit from their patient profile:
This process only adjusts patient credit balances within Cliniko. It does not move money between bank accounts.
Instructions for the Cliniko beta
Expand this section for instructions for Cliniko beta
Expand this section for instructions for Cliniko beta
Not on the beta yet? The instructions above have you covered.
Step 1: Remove the credit from the original patient
Head to the "donor" patient's profile and click on the Payments tab to create a New payment:
Enter the amount you'd like to transfer as a negative value using the "-" symbol. You'll notice that adding a negative symbol changes the payment to a refund (since funds are leaving the patient). In this example, we're transferring $100 out of this patient's account:
You can also include a note for your records. Click Create refund when you're done:
The payment will be saved as a refund with the note you included:
Step 2: Add the credit to the receiving patient
Next, add the credit to the recipient's account. Head to the recipient patient's profile and click on the Payments tab to add a New payment:
Enter the same amount as before, but this time as a positive value:
As before, you can include a note for your records. For consistency, you might also want to keep the payment source the same. Click Create payment when you're done. The payment will be added as account credit, ready to be used towards future invoices:
You can view the patient's total available credit from their patient profile:
This process only adjusts patient credit balances within Cliniko. It does not move money between bank accounts.
If you need more help transferring account credit between patients, feel free to reach out to our support team. We're always happy to help!