Unallocated vCard payments

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Cynthia Bennett

• November 05, 2022 13:37

I am having problems with Unallocated payments when charging vCards. I have read all the directions and posts and watched all the videos. However, none of the solutions seems to apply to my situation. As the vCard often pays 100% of my fee, I have no unpaid invoices that I can allocate these amounts to. What do I do?

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  Maya Conlon

  • November 19, 2022 16:01

  I'm having this exact same problem! 

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  Tracy Marshall Johnson

  • January 11, 2023 14:19

  If you use Chase for your business banking, there is an "Accept" button under your balance. You can hand key in the vcards and they will deposit directly to your account. Then in Simple Practice you accept insurance payment as usual but choose "other" for payment type. I enter the vcard transaction number off the EOB. I also enter the clients initials and DOS in the comment in my bank account so I can match things up if needed.

  This is very frustrating that SP hasn't addressed this. On the other hand my payments go through over night when I deposit them through my own bank so I won't change this if they do. 

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