Unlinking Transactions

If you need to make account adjustments, you must unlink a transaction. It can be a payment, refund, or credit applied to the account. There are three primary ways to unlink a transaction. Unlinking a transaction will move a payment into an 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 Profile page

  1. Click on the Patient'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

If you need to make account adjustments, you must unlink a transaction. It can be a payment, refund, or credit applied to the account. There are three primary ways to unlink a transaction. Unlinking a transaction will move a payment into an 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 Profile page

  1. Click on the Patient'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.

If you need to make account adjustments, you must unlink a transaction. It can be a payment, refund, or credit applied to the account. There are three primary ways to unlink a transaction. Unlinking a transaction will move a payment into an 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 Profile page

  1. Click on the Patient'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

calendar date picker

Get started with
Noterro today!

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

Get started with
Noterro today!

Try Noterro and discover that running your practice doesn’t need to feel overwhelming
calendar date picker
invoice