Unlinking Transactions

A transaction can be a payment, refund, or credit applied to the account. There are 3 primary ways in which you can unlink a transaction. Unlinking a transaction will move a payment into account credit.

Method One: From the Billing Activities page

  1. Click on the Billing Icon in the left navigation
  2. Click on the Transactions button
  3. Click on the Transaction (example, TRN-3)
  4. Click on the Unlink Button near the bottom of the page
  5. Click Yes, Unlink

Method Two: From the Patient / Client Profile page

  1. Click on the Patient's / Client's name
  2. Click on the Billing tab
  3. Click on the Transactions button
  4. Click on the Transaction (example, TRN-10003)
  5. Click on the Unlink Button near the bottom of the page
  6. Click Yes, Unlink

Method Three: From an Appointment

  1. Click on an Appointment from the calendar
  2. Click on the Invoice (for example, INV-3)
  3. Click on the Transaction (example, TRN-10003)
  4. Click on the Unlink Button near the bottom of the page
  5. Click Yes, Unlink

Error Message when Trying to Add a Credit Card in Online Booking

Deleting a Service on an Invoice that Has Already Been Paid

Deleting a Transaction

Editing the Payment Method on a Paid Invoice

Editing the Practitioner on an Invoice that Has Already Been Paid

Editing Service Fees

Editing the Treatment Date on a Invoice that Has Already Been Paid

Editing a Transaction

Signature Does Not Appear on Invoice

A transaction can be a payment, refund, or credit applied to the account. There are 3 primary ways in which you can unlink a transaction. Unlinking a transaction will move a payment into account credit.

Method One: From the Billing Activities page

  1. Click on the Billing Icon in the left navigation
  2. Click on the Transactions button
  3. Click on the Transaction (example, TRN-3)
  4. Click on the Unlink Button near the bottom of the page
  5. Click Yes, Unlink

Method Two: From the Patient / Client Profile page

  1. Click on the Patient's / Client's name
  2. Click on the Billing tab
  3. Click on the Transactions button
  4. Click on the Transaction (example, TRN-10003)
  5. Click on the Unlink Button near the bottom of the page
  6. Click Yes, Unlink

Method Three: From an Appointment

  1. Click on an Appointment from the calendar
  2. Click on the Invoice (for example, INV-3)
  3. Click on the Transaction (example, TRN-10003)
  4. Click on the Unlink Button near the bottom of the page
  5. Click Yes, Unlink

A transaction can be a payment, refund, or credit applied to the account. There are 3 primary ways in which you can unlink a transaction. Unlinking a transaction will move a payment into account credit.

Method One: From the Billing Activities page

  1. Click on the Billing Icon in the left navigation
  2. Click on the Transactions button
  3. Click on the Transaction (example, TRN-3)
  4. Click on the Unlink Button near the bottom of the page
  5. Click Yes, Unlink

Method Two: From the Patient / Client Profile page

  1. Click on the Patient's / Client's name
  2. Click on the Billing tab
  3. Click on the Transactions button
  4. Click on the Transaction (example, TRN-10003)
  5. Click on the Unlink Button near the bottom of the page
  6. Click Yes, Unlink

Method Three: From an Appointment

  1. Click on an Appointment from the calendar
  2. Click on the Invoice (for example, INV-3)
  3. Click on the Transaction (example, TRN-10003)
  4. Click on the Unlink Button near the bottom of the page
  5. Click Yes, Unlink

Error Message when Trying to Add a Credit Card in Online Booking

Deleting a Service on an Invoice that Has Already Been Paid

Deleting a Transaction

Editing the Payment Method on a Paid Invoice

Editing the Practitioner on an Invoice that Has Already Been Paid

Editing Service Fees

Editing the Treatment Date on a Invoice that Has Already Been Paid

Editing a Transaction

Signature Does Not Appear on Invoice

Get started with
Noterro today!

Try Noterro and discover that running your practice doesn’t need to feel overwhelming

Get started with
Noterro today!

Try Noterro and discover that running your practice doesn’t need to feel overwhelming