Open Dental Forum

Wife can't wear new dentures so we decide to refund 1704.00. Husband needs 1651.00 of work. We write her a check for 53.00. How do I transfer the credit from her account to his? We entered a negative adjustment of 1704.00 and then the 53.00 check as a negative payment on her account leaving her still with a credit of 1651.00. How do I transfer this to his account? I feel so dumb, but I can't get my head around it and don't want to throw off the production numbers.

Thanks

negative adjustment, then positive adjustment to match

Actually, using a "none income transfer" is a more efficient method. Go to the either account, click on the payment button, and then at the top, near the middle, there is a check box that says 'none income transfer'.

Select each patient at the bottom right and then click "Pay". In the split window on the left side (bottom), you will need to type in offsetting dollar amounts for the amount you want to transfer from one to the other. (positive and negative adjustments to each account). The balance at the bottom and the balance of the transfer itself much equal "0". Then click ok.

If you need help with this, please initiate a chat on the website or call in.

nice...I never knew about this "non income transfer"

Me either...tried it for the first time today!