udgrade and unallocated payments

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Kelly Michaels

• September 02, 2022 18:31

First,   you should not close a post for comments with the "first" answer from your help staff.  It's frustrating to not be able to continue the conversation.  

this upgrade has created extensive payments being unallocated, primarily because there is NOT a good way to allocate a virtual credit card payment from an insurance company.  So now I have clients with unallocated credit card payments (and "refunds"-because that was the only way to keep the balance at zero).  Do we have to go back and create a "dummy invoice" for each of these in order to clear this up?  

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  Sara

  • September 06, 2022 20:11

  Hi Kelly,

  I see that you were able to create a Help Request and are receiving assistance with this. Our team will need to look into your account to identify the solution for the issue that you are experiencing

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