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.
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.
Adjusting Dates On Payments Or Invoices
You can always adjust an invoice’s dates so that your reporting is accurate. See: