Sometimes when creating an invoice you accidentally assign a payment to the wrong invoice. This is where you can easily reassign the payment. Reassigning payment in Tyro is easy. Prior to transferring a Tyro EFTPOS payment to another invoice, you will need to already have the invoice created .
🛑 The reassign function is not available on Medicare invoices. If payment was made in error on a Medicare invoice please reverse the transaction
Navigating to the Assign Section
1. Navigate to the Invoice
2. Under Billing Information, click on the Payment \ Auto Assign
Transferring the payment
1. Alongside the EFTPOS payment click Re-assign
2. Enter in the client's name then select the invoice you want the payment assigned to
3. Click Transfer, on the browser pop-up, click OK
💡 You can assign payments between different clients
Balancing out the original invoice
1. Go to Client file > Invoicing and click on the invoice
2. In the Fee section of the service, manually change the fee to $0 and Update Invoice
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