Apply Client Statement Payments

Apply Client Statement Payments

1. Select Payer Type Client and Payer Name. 
2. Enter payment details. 
3. Once a client payment has been saved, the Apply button is enabled. 
4. Click Apply button to post payments to client statements.

When a payment of payer type Client has been selected to be applied, the Apply Payments page will automatically change to show Statements instead of claims or invoices. The client's name cannot be changed.

Select the first charge line to apply a payment to. Click Next Line until all the Reference number’s payments have been applied.

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