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.
Additional Notes & FAQ
⭐️ If a patient paid, but the invoice still shows as outstanding, how can I fix this?
An outstanding balance indicates that there is an invoice within their profile that has not yet been paid in full. So while the patient may have provided you with a payment, there are a couple of reasons why the invoice is showing up as unpaid. Here are some common causes:
- An invoice was created in error
- The payment was applied to the wrong invoice
- The patient only partially paid for their invoice
- The balance was updated after an insurer provided their response
For more details on investigating and solving this issue, you can check out our Credits and Owings - Investigating guide.
You can always adjust an invoice’s dates so that your reporting is accurate. See: