How can I edit a payment applied to an invoice?

Here's how easy it is to edit a payment that has been applied to an invoice.

1. If you want to change the payment amount, first go into a patient's chart through the ''Shortcuts'' menu on the home page by selecting ''View billing'' from the ''Go to'' dropdown menu, as shown below.

2. On the ''All Transactions'' list, locate the payment transaction that you would like to edit. Then, click on the dropdown menu next to the transaction and select ''Edit payment''.

3. Apply your changes. Then, click on ''Update''.

4. A success notification will be displayed. At this point, click on the link shown below to update the invoice that is linked to the payment transaction that was edited.

5. Next, you will be able to re-allocate the new payment amount to the invoice. Click on ''Update'' to finalize the process.

6. If you don't need to change the amount, just allocate the payment differently, click on the dropdown menu next to the transaction and select ''Update invoice''.

7. You will now be able to re-allocate the payment. Once you have applied your changes, click on ''Update'' to finalize the process.

That's it! If you have any questions, please contact us.