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How to Move an Invoice to a Different Account
How to Move an Invoice to a Different Account
Updated over a week ago

Invoices can be moved to a different account, provided they meet the following criteria:

  • Only invoices on the same account can be moved together

  • Invoices with multiple patients cannot be moved to another account

  • Invoices containing payments applied to multiple invoices cannot be moved to another account if you only select one of the associated invoices. You have to move all invoices that the payment is associated with.

To move an invoice to a different account, go to the Patient File > Invoices tab.

Select the Invoices tab to move a private invoice or a non-linked third party invoice.

Select the Third-Party Linked tab to move a linked third-third party invoice.

Select one or more invoices and select the Move button.

Select the account you wish to move the invoice to and select Confirm to finalise the process.

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