Unallocated client payments

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Patrice Carroll, LICSW

• January 03, 2022 18:04

How do I reconcile unallocated client payments? I just noticed a few outliers in my annual 'income allocation' page that are not accurate. For instance, in the clients account, their balance is paid in full and is consistent with the invoice, but in the 'income allocation' page, under the line of unallocated client payments, credits ect, this client is showing a credit!

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  Sara

  • January 03, 2022 21:44

  Hi Patrice,

  Here is a helpful Help Center guide on how to resolve these issue: How to resolve unallocated insurance payment amounts. If you still need more specified help after looking over this guide, I recommend creating a Help Request so that our Customer Success team can offer specialized assistance. Click on the ? icon in your account > Ask Questions > No > Contact Support > Send an Email Request.

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