Adding Credits to Employer Invoice

Credits can be applied to reduce the total amount due on employer-funded charges, such as memberships and charge items included from the employer contract.

This guide explains how to add, manage, and remove credits within an employer invoice.

How to Add a Credit

1. Open the Employer Invoice

   Go to the Invoices section and open the invoice linked to the employer.

2. Click “Add credit”

   Below the charges, click Add credit to open the credit input fields.

   

3. Enter the Credit Details
   • Description: Add a short description of the credit (up to 100 characters).
   • Amount: Enter a dollar amount.
   • Click the checkmark to apply the credit.

4. Review the Total

   The credit will show as a negative amount associated to the chosen charge item, invoice total will automatically update to reflect the credit.

Additional Rules

• Credits are applied after discounts.
• You can add multiple credits to the same item if needed.
• Credits are not available for manually added charges. They are exclusive to items created automatically based on the employer contract.
• Removing the item will remove the credit.
• If the credit is greater than the item's amount, SigmaMD will display the difference so you can properly manage it.

Editing or Removing Credits

• To change the description or amount, remove the credit and add a new one.
• To delete the credit, click the trash icon next to the credit row.

Credits provide a flexible way to adjust employer invoices without changing the contract itself. Use them to reflect service-level changes, special agreements, or corrections in billing.