How to Remove an Allocation

Learn how to remove an allocation from a payment

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You may need to remove an allocation for the following reasons:

• You applied a payment incorrectly.
• You need to process a void or refund.
• You applied payment to the wrong invoice, and need to apply it to a different invoice.
  
  

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STEP 1

• To remove an allocation, go to Patient File > Billing > Payments. Once you've found that transaction, click on the row itself. This will reveal the allocation.
• Click on the white trash can for that allocation. You'll asked to confirm whether you'd like to remove the allocation. Click Yes.
  
  

 

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STEP 2

• Once an allocation has been removed, that payment amount will go directly into the patient's credit. As you can see, in the animation below: 
  
  

You can now keep this patient's credit on file for a future sale! You can also process a refund if you so choose.

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If you have any additional questions, please reach out to us at support@unifiedpractice.com!