Printer Friendly PDFAllocating Payments to Session Charges
Using the Payment Allocation capability to allocate client or insurance payments to specific charges in their respective accounts, or to independently mark session charges as "paid.'
A new "Payment Allocation" button has been placed in the Function Toolbar in all the accounts layouts
Navigate to the account you wish to manage. Click "Payment Allocation" in the function toolbar to open the Payment Allocation window. If a payment is the currently highlighted transaction, then that payment will automatically become the selected one when the Payment Allocation window opens.
The Payment Allocation window shows all the payments in the current account
Initially, if no payments have been allocated, no session charges will be listed in the "Charges Allocated to this Payment" portal, and all the session charges will be displayed in the lower "Unallocated Charges" list.
Select charges for allocation to a payment
Click on the "Display" button to select a payment to allocate. Then, check the "Select" boxes for the charges you wish to allocate to the selected payment. As you add charges to your selection, balances are updated showing totals for the selected charges. When the Remaining Amount is zero, the payment will be fully allocated. (You are permitted to allocate an amount that does not exactly match the payment amount, if necessary.)
Perform the allocation of the charges to the payment
To perform the allocation of the charges to the payment, click on the "Allocate Selected to Payment" button. The selected charges will be moved to the "Charges Allocated to this Payment" list and the payment will be indicated as "Allocated" if the remaining amount is zero (or negative). If desired, you can manually mark a payment as "Allocated" by clicking directly on the "Allocated" indicator.
Manually marking charges as "Paid"
As an alternative to allocating charges to payments, you can manually mark them as "Paid." Select the charges to be marked, then click the "Mark Selected as 'Paid' " button.
Charges manually marked as "Paid" will be displayed in green
Charges that have been marked as "Paid" will be displayed in green. Then, when you select "Hide Paid," those charges will be hidden in the list of Unallocated Charges.
Display of charges allocated to a highlighted payment
When charges have been allocated to a payment, then when that payment is selected (highlighted) in the Accounts layout, the charges allocated to it will be displayed in green. (Click in a gray column, or use the transaction navigation buttons in the toolbar to select the transaction to be highlighted.)
Display of payment allocated to a highlighted charge
If a session charge is selected (highlighted), then if it has been allocated to a payment, the corresponding payment will be displayed in green.