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 Unpost Payment(s). 

4) Make sure that the purchase(s) from which you want to unpost the payment are selected, then click Unpost.

(If the payment is applied to multiple purchases, only select the ones you want to unpost from.)

5) Confirm that you would like to Unpost.

The payment is now “unapplied." 

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.