AP Button - Clinic Essentials Knowledge Base

AP Button

November 22, 2011

How to apply a credit manually and across practitioners:

  1. Click on the credit on the ledger ( yellow or white background)
  2. Click on AP
  3. (If the outstanding claim is under a different practitioner, uncheck “by practitioner”)
  4. Manually check off the outstanding claims on the left that you want the credit to pay or press “Auto Apply” on the right to automatically apply the credit to the oldest outstanding claim forward
  5. Press Done

How to unapply a payment from a fee:

  1. Click on the payment on the ledger
  2. Click on AP
  3. Manually select the claims you want to remove the payment from, or press “Auto UnApply” on the right
  4. Press Done


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