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:

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.

5. Click Transfer.

6. Click Yes.

7. Click Save

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