Depending on the type of patient, the unallocated credit may be located in either of two places.
Private Patient
To find an Unallocated Credit on a Private Patient, you need to go to the Patient File > Invoices
Click Payments
Look down the payments until you find a payment line that includes the word Unallocated
Patient linked with a Third-party Payer
To find an Unallocated Credit on a Patient linked to a Third-party Payer, you need to go to Contacts > Third-party Payers.
Find and select the Third-party file the Patient is liked to. For this example, we will use Work cover.
On the left panel select Invoices.
Click Payments,
Locate the payment in the grid window. If there is a large number of payments it may be on a different page, look for the payment labelled Unallocated.
