Accidents happen! When a payment is mistakenly applied to the incorrect invoice, your team will want to follow these steps to move the payment to the correct invoice.
Head over to the ‘Payments & Ledgers’ screen of the account you are working with
Unapply the incorrect payment from the original invoice using the three-dot menu next to the invoice on the account ledger. Add notes to the unapplied payment regarding the transfer of the payment to the correct visit invoice (including the correct Invoice ID is recommended)
Once the payment has been unapplied from the incorrect invoice, open the Payments panel and select the correct invoice from the drop down that the payment was intended for
Apply a payment using Payment Type ‘Payment’ and Payment Method ‘Account Credit’. Add notes to the payment regarding the transfer of the payment to the correct visit invoice (including the correct Invoice ID is recommended)
The invoice balance, account balance, and account credit should be $0.00 as long as no other balance is due for other invoices.
📓Check out our Account Deposits, Account Credits, & Unapplied Payments Guide for more details!