Unlinking Transactions

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

1. Click on the Billing Icon in the left navigation.
2. Click on the Transactions tab (on the left).
3. Click on the Transaction (for example, TRN-3).
4. Click on the Unlink Button.
5. Click Yes, Unlink.

Method Two: From the Patient Profile page

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