---
title: "How to manage Unallocated Credits "
url: "https://help.healthbridgenova.co.za/en/article/unallocated-credits"
language: "en"
last_updated: "2026-03-06T19:40:21.858Z"
---

# How to manage Unallocated Credits 

An unallocated credit refers to a payment recorded on a patient’s account that has not yet been matched or applied to a specific invoice. In essence, it represents funds received by the practice that remain on the account without an associated charge. These amounts are displayed under the **"Unallocated Credit"** section within the balances area of the patient’s Account Details.

![](https://cdn-assets.productfruits.com/a1bfff60-cb25-4f55-b287-4da7fec814ea)

**What can cause an unallocated credit occur?**

-   **Overpayments**: A patient or medical aid pays more than the total balance due on an invoice.
-   **Payments Without Invoices**: Money is received (e.g., a deposit) before an invoice has been generated.
-   **Partial Allocations**: A single payment is made (e.g., R500), but only a portion is applied to existing invoices (e.g., R350), leaving the remainder (R150) as unallocated.

**How to allocate an unallocated credit.**

1.  Navigate to the **"Accounts"** tab and locate the required account.
2.  Select the "**Unallocated Credit"** option.
3.  Select the credit form the Unallocated credit list arranged from the oldest to newest based on the payment date.
4.  Select the action **"Allocate to invoices"** from the action dropdown.
5.  The open invoices will be displayed. The system lists all open invoices with an outstanding balance.
6.  Specify the amounts in the **"Amount paid"** column next to the matching invoice line.
7.  The user has the option to add a note in the **"Additional account notes"** section.
8.  Click **"Save**.

![](https://cdn-assets.productfruits.com/caf76076-666b-4167-94aa-7793fe06df09)