Transferring a Balance
To Transfer an invoice balance from a client's Traditional/Commercial payor to another Traditional/Commercial payer or to another "Episodic" payer, complete the following steps:

| Note: To transfer a balance, the client must have more than one payor and they must be correctly ranked. |
| 1. | Locate and open the invoice with the balance to be transferred. |
| 2. | Click the Transfer button, |
| 3. | Click the payer to transfer the balance to. |

| 4. | Select the invoice line items to be transferred |
By default, all invoice line items are deselected.


The original Invoice detail screen updates with the invoice status of ‘07-Bill Paid.’ If the entire balance was transferred. Otherwise, the status remains the same. At the Payments & Credits tab, a line item has now been added. The line item includes the transfer code and a comment listing the invoice number created for the transfer.

At the Invoice screen, the newly created invoice is now listed with the transferred balance. The date of the invoice is the date the user completed the transfer.

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