UNALLOCATED PAYMENTS - SEVERAL QUESTIONS
Answered
Several questions now that this new accounting update has rolled out.
- How do I attach an unallocated refund to an invoice?
- After allocating all the funds to previous unpaid invoices, the account still shows unpaid invoices. I try to generate the "unpaid" invoice, changing my dates to the beginning of time, and nothing generates. How do I fix this?
- What happens if I mess up on the invoice I allocated payment to? Where do I go to undo that?
- Follow up to the question above - what if I allocate the payment to the session on that date, and then insurance pays differently? Will I be able to amend the invoice and allocation? How do I do that?
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Hi Tyler,
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 with these questions. I also recommend checking out this Help Center guide: Navigating Client Payments
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