Moving payments to their correct invoice

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Tara Schmidt

• August 19, 2022 18:55

I worked with a client on victims compensation and there were outstanding bills when a new therapist (in my practice) started with the family. When she entered payment it went towards the previous outstanding sessions rather than being applied to the current invoice for her session.  She did this for quite a while before bringing it to my attention. Now I need to send invoices to victims compensation and they all say paid.  How do I move the payments to their correct invoices since the newer payments were just added to the previous outstanding balance. Thank you for your help in advance.

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  Sara

  • August 22, 2022 19:06

  Hi Tara,

  I see that you were able to create a Help Request and receive assistance with this.

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