Billing Question
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I have an insurance company that pays via debit card. When entering the payment, I use the stripe account which shows the payment on the client's file (stripe payment). 

Here is my issue. When adding a payment from the insurance company unto the clients account, the final balance now shows a credit. I would like the account to reflect that the insurance company paid their portion. However, I cannot enter the debit payment from the insurance company without using the stripe payment options.

How can I fix this? Sorry if this does not make sense. 

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    Gillian

    Hi Wesley, one thing many customers in our community do is request a check or EFT from the insurance payer. However, if this isn't an option, you can run the card as a client payment, then add a negative client payment to remove the client's credit on the account (this will show as an Adjustment). Then, add the insurance payment under Billing > Insurance > Payments. 

    Hi Wesley, one thing many customers in our community do is request a check or EFT from the insurance payer. However, if this isn't an option, you can run the card as a client payment, then add a negative client payment to remove the client's credit on the account (this will show as an Adjustment). Then, add the insurance payment under Billing > Insurance > Payments. 

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    Wesley Morgan

    Thank you

    Thank you