There may be times where you need to split an invoice up by patient or specific items. This must be done before a payment is made. Only people who have the rights to split assigned to them will be able to do it.
- From the client screen, go to the invoice you need to split.
- On the top right corner of the invoice click on the ellipses to expand additional options.
- Click on Split Invoice.
- Once you click Split, it will pop open another screen where you can select the items you want to move off the invoice.
- Once you have selected everything you want to split off the current invoice, click the Split button and those will all be moved to their own separate invoice.
NOTE: A split cannot be undone so you will need to make sure you have selected the correct items before moving them.