I received an insurance payment for sessions a client billed and paid for themselves. How do I enter the insurance payment and show that I am sending the refund in the form of a check to the client?
If I enter the insurance payment under the insurance provider (Moda) then it does not connect with the client's account because we never dealt with their insurance, they did their own billing. So it shows unallocated. If I enter a payment into the clients account it will not let me add an invoice to then create a reimbursement (-250) because there is no outstanding appointment to bill for.
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