FSA/HSA Benefit Card AFTER Payment Received

A patient may decide to use their FSA/HSA AFTER a payment has been received on an invoice. In those situations, complete the following instructions.

Instructions

1. Access Accounting > Invoices > search for and open the paid invoice.
2. Click the edit icon located beside PAID.
3. Click the check mark icon. This action changes the status from Paid to Active.
4. Click 'Receive Payment.'
5. Complete the Receive Payment(s) modal. 
   • If you have Line Item Posting set to Required, you can access the item hyperlink to line item post the payment. 
6. Click 'Apply Payments.'
7. Click 'Grant Credit.'
8. Complete the Grant Credit modal.
9. Click 'Save.'