Transfer a Balance

To Transfer an invoice balance from a Client's Traditional/Commercial payor to another Traditional/Commercial payer or to another Episodic payer, complete the following steps:

  1. Locate and open the invoice with the balance to be transferred.

  2. Click the Transfer button.

  3. Click the payer to transfer the balance to.

    Click the Transfer button. Click the payer to transfer the balance to.

  4. Select the invoice line items to be transferred. By default, all invoice line items are deselected.

  5. Click Transfer.

    Select the invoice line items to be transferred. Click Transfer.

  6. Click Yes.

    Click Yes.

  7. Click Save.

    Click Save.