You must have Billing Permissions to apply an unapplied payment/credit to an invoice.

Before You Begin 

If you have accepted a payment for a client without applying it to an invoice, the payment will appear under Unapplied Payments/Credits on the ledger.

Apply Payment

  1. Next to the payment under the Unapplied Payments/Credits and Refunds section you'll click the button Apply to Invoices
  2. On the Payment Info page check either Client Payment or Insurance Payment.
  3. Mark the box next to the session(s) in which you wish to apply the payment. This will add the amount to the Payment field(s). 
  4. If there are multiple open dates of service window will keep track of the total payment to be made while you scroll. 
  5. Click Save.
    If the payment covered an entire invoice's balance, the invoice will then appear under Fully Paid Invoices in the client's ledger.


Did this answer your question?