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.
- Next to the payment under the Unapplied Payments/Credits and Refunds section you'll click the button Apply to Invoices.
- On the Payment Info page check either Client Payment or Insurance Payment.
- 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).
- If there are multiple open dates of service window will keep track of the total payment to be made while you scroll.
- 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.