How to Unallocate a Prepayment
Summary:
If you decide that a prepayment should not have been allocated, either because of a mistake or other reason, you can unallocate it from the patient’s account.
Note: Do not delete the prepayment transaction if you have allocated it incorrectly; otherwise, it will be removed permanently from the system, not just the invoice.
Steps:
1. Open the patient’s Financial tab.
2. Make sure the Financial tab is in Open and Item view.
3. Right-click on the allocated prepayment you want to unallocate and select Unallocate Prepayment.
A message appears prompting you to confirm that you want to unallocate the prepayment.
4. Click Yes.
5. Notice the following on the Financial tab:
· The allocated payment is removed as a credit and the Account Balance is increased accordingly.
· The available prepayment amount shown in red at the bottom of the tab is increased by the amount of the unallocated payment.
References:
Watch a video on how to unallocate a prepayment.
Product (s): ABELDent
Category: Financial
Classification: Public
Date Created: 7 April 2016
Created by: Brian Neale