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Use Insurance Credit To Pay For Sessions


1 comment

  • Kathleen Burke

    I'm not sure I understand what you mean by "insurance credit." I'm assuming you mean that you collected a full payment from a client, then insurance paid because the deductible was met, so you have an overpayment from the client. 

    Once you create an invoice in the future for a copay, when you click on "Add payment" there should be an option for you to apply the credit to the invoice.

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