A patient may decide to use their FSA/HSA AFTER payment has been received on an invoice. In those situations, complete the following instructions.
- Access Accounting > Invoices > search for and open the paid invoice.
- In the Status field, click the icon for change status.
- Click the green check mark. This action changes the status from Paid to Active.
- Click 'Receive Payment.'
- Complete the Receive Payment modal.
- If you have Line Item Posting set to "Required," you can access the item hyperlink to line item post the payment.
- Click 'Apply Payments.'
- Click 'Grant Credit.'
- Complete the Grant Credit modal.
- Click 'Save.'