How to allocate a payment

If a payment is received without being linked to an invoice, it will be recorded on the patient’s account in HealthTrack but not allocated to an invoice. In this case, you will need to allocate the payment to the appropriate invoice.

A payment can be allocated by either:
- Navigating to Accounts > Allocate Payment.
- Navigating to Accounts > Transaction Listing and selecting the Allocate Payment button.

Our Understanding the Transaction Listing article also provides a more detailed review of the Transaction Listing screen for reference.

The + icon in the Invoice ID column can be selected to expand the invoice and display the item and date details.

Allocating a Payment

To allocate a payment to an invoice/invoice item, select the payment from the Payments section and select the corresponding invoice from the Invoices section below.

Then, select Allocate.

The Allocate All button can be selected to allow the system to automatically allocate all outstanding invoices to payments. Oldest invoices will be allocated first and all non-batched items will be paid first.

Select Save Current Allocations to save all currently made allocations.

Alternatively, if needed, select Clear Current Allocations to clear any unsaved allocations.

Selecting Clear Current Allocations will not remove any allocations that have already been saved into the system.

When all allocations are complete, select Save & Close.