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 |
Comments
0 comments
Please sign in to leave a comment.