How to get rid of incorrrect credit/balances in a clients account?

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Alana W. Strom

• July 26, 2022 19:47

I have a client who seems incorrectly to have had “credit” for sometime and all of her invoices have been closing out automatically (marked as “Paid”). How do I go back and remove this credit so I can regenerate the invoices correctly?

I also have a client who overpaid their copay and who I paid back in cash - is there a way to delete this balance in their account without refunding their credit card?

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  Sara

  • July 27, 2022 19:24

  Hi Alana,

  Since we will need to look into your account to see where this credit is coming from, I have gone ahead and created a Help Request on your behalf so that someone from our Customer Success team can follow up with you to assist.

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