The process below is used when an existing client payment is applied in full or in part to an invoice, or a series of invoices. The payment needs to be unapplied, and placed on account.
To apply an existing cash balance to an invoice see: Apply Client Cash Balance to an Invoice.
To create a new cash receipt for a client payment see: Client Payment: Agency Bill Cash.
To overapply a cash receipt due to overpayment, see: Client Refund on Overpayment or Credit Balance.
Select the Invoices tab at the top.
Left-click the Cash (CSH) Number.
Select View. This will display all invoices paid with the cash receipt.
Select Close, then Exit then Close to return to Policy & Billing.