Here's how to unpost a payment:
1) From the patient's record, navigate to the Transactions tab and then to Payments.
2) Click View payment for the payment which you want to modify.
3) Click Edit.
4) Click Unpost payment(s)
4) Select the purchases from which you'd like to unapply this payment. (A green check mark indicates that you have selected the purchase to unapply)
5) Click Unpost All.
6) Confirm that you would like to Unpost.
The payment will now be “unapplied!”
💡Pro-tip:
Once you've successfully unapplied a payment, that payment balance will exist as a credit in the patient's account and can be applied to other purchases. The purchase from which you've unapplied the payment will now have an outstanding balance.