When you refund a payment on an invoice, you can opt to convert that payment to a deposit. This stores the amount in a patient’s account, ready to be used as payment for another invoice.
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Open the paid invoice.
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Under the Payments section, next to the payment, click Refund.
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In the Refund Payment pop-up, select Change payment to deposit.
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Confirm the amount, then click Save. This amount is now ready to be applied to another invoice.
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Open the invoice you want to transfer this payment to.
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Under the Payments section, click Deposit. The button also displays the amount to be transferred.
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In the Payment Method pop-up, in the Use existing deposit dropdown, select the deposit. Confirm the amount you want to apply.
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Click Save.
Updated