Change Payment Responsibility on an Invoice

  Permissions: User must have Billing Permissions.

This action is usually done after an Insurance payment has been applied to the Invoice OR the claim amount has been sent to the Payer, it's been processed, and applied to the Client's deductible. 

Additionally, there are cases where you'll need to change it from Client to Insurance but this is rare. 

Jump to Section [Change Responsibility from Insurance to Client] [Change Responsibility from Client to Insurance]

Change Responsibility From Insurance to Client

1. Locate Client and open Client Profile.
2. Click Ledger in side menu and click appropriate tab to locate Invoice. 
3. Click Select an Action for desired Invoice and select View Details.
   
   
   
4. In the Ins Amount Due column, enter 0.00. The balance will transfer to the Client Amt Due column.
5. Click Save. 
6. You can now print or email the invoice for the Client.
   

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Change Responsibility From Client to Insurance

1. Locate Client and open Client Profile.
2. Click Ledger in side navigation. 
3. Click Select an Action for desired Invoice and select View Details.
4. In the Client Amt Due column, enter 0.00. The balance will transfer to the Ins Amount Due column.
5. Click Save. 
6. You can now print or email the invoice for the Client.

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