How to Change a Payment Type

If a payment was recorded using the wrong Payment Type, you can update it without re-entering the payment. Juvonno provides several ways to change a Payment Type depending on when the payment was recorded. This guide walks you through how to update a Payment Type from the Transactions tab, Invoice Search, or a patient's profile.

When to Use This 

• When a payment was recorded using the wrong Payment Type
• When you need to correct a payment after it has been recorded
• When you need to update the Payment Type for a payment from a previous day

Permissions 

• Access to Transactions
• Access to Accounting > Invoice Search
• Access to the patient's profile (History) 

Contact your clinic administrator if you do not have the required access. 

Updating Payment Types

There are three places where you can change a Payment Type:

• Transactions tab, recommended for same-day corrections
• Invoice Search, for payments that need to be updated after the day they were recorded
• Patient Profile, for payments that need to be updated after the day they were recorded

Changing a Payment Type from the Transactions Tab

The Transactions tab is the easiest way to correct a Payment Type when the error is caught on the same day the payment was recorded.

1. From Home, click Transactions 

2. Under Today's Payments, find the payment you want to update 
3. Click the icon next to relevant transaction
4. Select View Invoice Payments 

5. Click the icon next to the payment
6. Select Change Payment Type 

7. Next to New Payment Type, select the correct Payment Type from the dropdown menu
8. Click Save 

9. Click Refresh List to view the updated Payment Type

Changing a Payment Type from Invoice Search

Use Invoice Search when you need to update a Payment Type after the day the payment was recorded.

1. Go to Accounting 
2. Click Invoice Search 

3. Search for the relevant invoice 
4. Click the icon next to the invoice
5. Select View Payments 

6. Click the icon next to the payment
7. Select Change Payment Type 

8. Next to New Payment Type, select the correct Payment Type from the dropdown menu
9. Click Save 

Changing a Payment Type from the Patient Profile

You can also update a Payment Type directly from the patient's payment history.

1. Open the patient's profile
2. Select History 
3. Click the Payments tab 

4. Find the invoice in the list 
5. Click on the text displaying the Payment Type 

6. Next to New Payment Type, select the correct Payment Type from the dropdown menu
7. Click Save 

Result 

The payment's Payment Type is updated to the selected type.

Things to Know 

• For same-day corrections, the Transactions tab is the easiest way to update a Payment Type.
• For payments from a previous day, use Invoice Search or the patient's History > Payments tab.
• Changing the Payment Type updates the existing payment. You do not need to re-enter the payment.

Troubleshooting

I can't find the payment under Today's Payments.

If the payment was recorded on a previous day, it will not appear under Today's Payments. Use Invoice Search or the patient's History > Payments tab to locate and update the payment.

I changed the Payment Type, but the old type is still showing.

If you made the change from the Transactions tab, click Refresh List to update the payment list and display the new Payment Type.

If the updated Payment Type is still not reflected, repeat the steps and make sure you click Save. 

I can't change the Payment Type.

Make sure you have the required access to view and edit payments. If you still cannot make the change, contact your clinic administrator.