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