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Post by Kristen on Apr 30, 2015 8:31:15 GMT -6
Click here to see a video on how to transfer credits from one invoice to another and also from one account to another.
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lorie
New Member
Posts: 17
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Post by lorie on Apr 30, 2015 9:35:40 GMT -6
it would be nice if we could link transferred credits to a specific line item. I am meticulous in applying money to correct line items, I pay very close attention to the reports at the end of the month. I have noticed in the sales payment report if you do a patient transfer it will leave money unapplied, is there a way to fix this?
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Post by Gina on Apr 30, 2015 10:02:16 GMT -6
it would be nice if we could link transferred credits to a specific line item. I am meticulous in applying money to correct line items, I pay very close attention to the reports at the end of the month. I have noticed in the sales payment report if you do a patient transfer it will leave money unapplied, is there a way to fix this? Right now there is not a way to do this but that would be a great feature. I'll add it to the requests!
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franc
Beta Tester
Posts: 17
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Post by franc on Apr 30, 2015 10:33:24 GMT -6
Great video. Thank you!
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Post by Luke on Dec 1, 2015 12:36:48 GMT -6
it would be nice if we could link transferred credits to a specific line item. I am meticulous in applying money to correct line items, I pay very close attention to the reports at the end of the month. I have noticed in the sales payment report if you do a patient transfer it will leave money unapplied, is there a way to fix this? Lori -- I'm pretty particular, too! It's not automated, but you can go to the original payment and apply the various portions to the specific line items, even if they aren't on that particular invoice by clicking "customize payment details --> Display additional transactions." That would at least let you track what is being paid for.
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