I'm terrible at accounting. and insurance. and learning. I see now how i need to manage client payments of pre deductible responsibility. Im skeptical it will work because it does seem to reset the client owed to zero as mentioned below. In the future I will try and enter a separate insurance payment for them alone and enter "$0" as suggested by the help article.
This is what i was doing: payment reports mailed with multiple clients from one insurance company. I would add payment and scroll through clients and add the payments. I would try and enter $0 dollars on a particular client who had not met deductible...it kept changing their client owed back to $0 when i would save....therefore...it still says the insurance company owes around 800 for the year. I was creating blank invoices with each session for the client after deductible...so I'm square on what they owe. but for bookkeeping don't know how to wipe what the insurance owes.
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