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.
- Access Accounting > Invoices > search for and open the paid invoice.
- Click the edit icon located beside PAID.
- Click the check mark icon. This action changes the status from Paid to Active.
- Click 'Receive Payment.'
- 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.
- Click 'Apply Payments.'
- Click 'Grant Credit.'
- Complete the Grant Credit modal.
- Click 'Save.'