If a payment has already been received and applied, here’s what you can do to change the amount charged.
Unapply The Payment
- First note the invoice number and then Unapply the Payment
Change The Invoice
- Return to the Purchases Tab.
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Click on the blue link that shows the invoice you want to change.
- Make the necessary changes.
- Hit Save.
Re-Apply The Payment
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In the drop down menu beside View, choose “Receive Patient Payment.”
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The payment will be available as a credit. Simply enter in the dollar value of the credit that you want to use up.
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Hit Pay.
Adjusting Dates On Payments Or Invoices
You can always adjust an invoice’s dates so that your reporting is accurate. See: