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Client balance write offs - continues



1 comment

  • Sara

    Hi Patricia,

    To write off a balance for an insurance client, navigate to your client's Billing page and click the grey Add Insurance Payment button. From the Add Insurance Payment page, add $0 into the Amount box, $0 into the Insurance Paid column next to the date of service in question, and include the amount you want to write off into the Write-Off column. Click Save Payment to finalize this process.

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