Before you begin
You need the payment_unapply permission to unapply a payment from an invoice. See Unapplying Payments from Invoices.
Move the payment to the correct invoice
Navigate to the account ledger that payments need to be corrected on.
Click the three-dot menu next to the invoice that the payment was mistakenly applied to on the account ledger and select Unapply Payment(s). Optionally, add a note referencing the correct invoice ID. Unapplying a payment moves the unapplied amount into Account Credit.
To apply the unapplied amount to the correct invoice, open the Payments panel and select the correct invoice from the drop-down.
Apply the payment using Type: Payment and Method: Account Credit for the unapplied amount. Add a note referencing why the payment was moved.
Note: Once complete, the invoice balance, account balance, and Account Credit should all be $0.00, as long as no other balance is due on other invoices. |
Frequently asked questions
What if the payment was applied to the wrong patient or account, not just the wrong invoice?
That's a different scenario. See Payment Applied To The Incorrect Patient/Account for directions on correcting this scenario.
What if I don't have the payment_unapply permission?
Ask your practice admin to add the permission to your role, or have someone with the permission unapply the payment for you.
Still need help?
Contact support via live chat or email [email protected].