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.
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!