Why isn’t the patient’s credit amount reduced when I use it to close an invoice?

By default, the payment method for invoices in Helix is set to 'Cash'.

If you're using patient credit, you must enter the desired amount in the 'Patient Credit' field and then click the green plus (+) button next to it. This action updates the payment method to 'Patient Credit' automatically. Once the invoice is issued, the patient’s credit will be reduced accordingly.

Please note that 'Patient Credit' does not appear in the standard payment method dropdown, as it’s applied through the dedicated field and confirmed using the plus button.