Unlinking Transactions

A transaction can be a payment, refund, or credit applied to the account.  There are 3 primary ways in which you can unlink a transaction.  Unlinking a transaction will move a payment into account credit.

Method One: From the Billing Activities page

1. Click on the Billing Icon  in the left navigation
2. Click on the Transactions button
3. Click on the Transaction (example, TRN-3)
4. Click on the Unlink Button near the bottom of the page
5. Click Yes, Unlink

Method Two: From the Patient / Client Profile page

1. Click on the Patient's / Client's name
2. Click on the Billing tab
3. Click on the Transactions button
4. Click on the Transaction (example, TRN-10003)
5. Click on the Unlink Button near the bottom of the page
6. Click Yes, Unlink

Method Three: From an Appointment

1. Click on an Appointment from the calendar
2. Click on the Invoice (for example, INV-3)
3. Click on the Transaction (example, TRN-10003)
4. Click on the Unlink Button near the bottom of the page
5. Click Yes, Unlink