RevPay - Find and Apply a Pending Payment

Pending payments may be received from the following sources: Online, PHR, Recurring, and Text to Pay.

This article provides the steps to find and apply a pending payment.

Apply Payment

The workflow for applying payments remains the same.

1. Navigate to Accounting > Payments.
2. In the Status field, select Pending.
3. In the Payer Type field, select Patient.
4. In the Payment Source field, select the appropriate payment source, such as Online.
5. Click Search.
6. Open the payment.
7. Review and complete the payment details.
   • If the Payment Amount equals the total of the New Balance column and no invoices in the list have a negative balance, the system automates part of the payment process.
   • The Payment by line item setting under Admin > General > Practice Preferences > Additional Preferences > Accounting determines how the system automatically fills the Receive Payment(s) screen:
     • None: The system automatically selects all invoices and enters the appropriate amounts in the Payment column.
     • Optional or Required: The system automatically enables the Apply in Full checkbox, selects all invoices, enters line-item payments, and enters the appropriate amounts in the Payment column.
8. Click Apply Payments.
   • Clicking Apply Payments does not charge the patient's credit card. The patient's credit card is charged when they successfully process their payment online.
   • The Payment Date matches the date the payment was processed through the online payment website and the cardholder's account was charged. This date cannot be changed.
   • Pending payments cannot be canceled. If a payment needs to be reversed, it must first be applied and then voided.