Unallocated Credit on Account

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Melissa A. Johnson

• September 05, 2022 18:47

With the new updates in SimplePractice, especially to billing and invoicing.  I am no longer able to correctly allocate payments that are received through Virtual Cards from insurance companies and am also having trouble doing refunds as it does not allow for negative number payments and grays out the box for credit allocations if there isn't a visit to attach it to.

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  Sara

  • September 06, 2022 20:45

  Hi Melissa,

  Instead of adding a negative payment, you can now refund all payment types. To do this, click View next to the transaction and then click the Refund button. I recommend creating a Help Request so that our Customer Success team can assist you with any other questions you have and you can also check out this Help Center guide: https://support.simplepractice.com/hc/en-us/articles/8497757602957-Navigating-client-payments?fbclid=IwAR1TUwG0Si3cujSwHloXu74Pa56-jFOrA3iI-zqo0o1tius9bBZhNEHU5I8

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