To adjust or correct an allocation, you will need to open the patient's profile then open the transactions window via the £/$ symbol.

This will display all payments and invoices,

1. Select the incorrectly allocated transactions.
2. Then click the i button in the lower right of the window.
   
3. This will open a screen, displaying what allocations are present on this transaction.
4. Select the allocation (repeat this process if more than one exists).
5. Press the bin icon in the lower right of the window to remove the allocation.
   
   

   Note: This process will not delete any invoices, payments or affect the patients balance. It will remove the allocation (the link between the payment/invoice) making the amounts "open" and ready to be allocated.

6. Once all of the allocations are removed from the relevant transactions return to the original transactions window.
7. Click on the Allocate button on the transactions screen.
   
8. This window will display any Invoices/Open Debits (top) and Receipts/Open Credits (bottom) that have open amounts that require an allocation.
   
9. Left click to highlight a Debit and Credit then click "Allocate" to allocate them together.
10. Repeat this process until they are all allocated and no more items remain.