If you need to make account adjustments, you must unlink a transaction. The payment, refund, or credit can then be applied to the account.
Method One: From the Billing Activities page
- Click on the Billing Icon in the left navigation.
- Click on the Transactions tab (on the left).
- Click on the Transaction (for example, TRN-3).
- Click on the Unlink Button.
- Click Yes, Unlink.
Method Two: From the Patient Profile page
- Click on the Patient's name.
- Click on the Billing tab.
- Click on the Transactions header.
- Click on the Transaction (for example, TRN-10003).
- Click on the Unlink Button near the bottom of the page.
- Click Yes, Unlink.
Method Three: From an Appointment
- Click on an Appointment from the calendar.
- Click on the Invoice (for example, INV-3).
- Click on the Transaction (for example, TRN-10003).
- Click on the Unlink Button near the bottom of the page.
- Click Yes, Unlink.
Important Note: Unlinking a Transaction will move a payment into an account credit.
If you have unlinked a transaction and want to apply it as a credit towards another invoice.
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