Permissions: You must have Billing Permissions.
If you have accepted a payment for a Client without applying it to an Invoice, the payment will appear under Unapplied Payments/Credits on the Ledger.
- Locate Client and open Client Profile.
- Click Ledger in side menu.
- Scroll to the Unapplied Payments/Credits and Refunds section.
- Click Apply to Invoices for appropriate payment. Payment Info page displays.
- Check either Client Payment or Insurance Payment.
- Select the checkbox(es) for the Session(s) you want to apply the payment to. This will add the amount to the Payment field(s).
NOTE: Click the select all box to select all sessions.
- Click Save button.
If the payment covered an entire Invoice balance, the Invoice will then appear under the Fully Paid Invoices tab in the Client's Ledger.