Payments Ledger
To access the Payments Ledger, open Billing tab and click on Payments Ledger.
To find an ERAs or manually-enter payment Reference # (e.g., check, credit card payment, EFT), select filters and click Search. Select Show unapplied only checkbox to display only Reference #s that have an unapplied balance.
When a Reference # is selected in the top grid, the bottom grid displays the charge lines to which payments have been applied.
Double-click on a Reference # to open the Edit Payment page. If the payment is an auto-posted ERA, Payment Details cannot be changed.
NOTE: it is also possible to navigate to the Edit Charge Line page from the Payment Ledger by double-clicking on a charge line in the bottom grid.
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