When you sent the patient's invoice to collections, the original invoice was reduced to a zero balance and a collections invoice was created. If the patient is making a payment to the practice, you will need to transfer the balance back to the patient's invoice.
- Access Patients > search for and open the patient > Account > search for and open the collections invoice.
- Click 'Transfer.'
- In the Transfer Invoice modal, input transfer reason comments.
- Click 'Apply.'
- The entire balance of the collections invoice is transferred back to the patient; you cannot choose a different amount to transfer.
- The patient's invoice displays the line item as a balance transfer and will not contain the original line items.