Transferring payments from one invoice to another

If a payment was applied to a specific invoice, but it wasn’t the desired invoice, use the ‘unapply-apply’ button.

1. Open a client card, click ‘account summary’, and select the payment summary tab.
   
2. Click the ‘unapply-apply’ button to open the window shown below.
   

1. Select the payment from the top half of the window to pull the payment from.
   
2. Select the invoice from the bottom half of the window, click on multiple if applicable.
   
3. Click ‘unapply – apply’.

Click here to learn how to submit a refund for patients.

Click here to learn how to submit a refund for third parties.

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