This article will show you how to see which service lines a payment was allocated to.

Find out Where a Payment Was Allocated

1. Go to the Payments module.
2. Change your View to Payments.
   • Make sure your filters are inclusive to the type of payment you want to locate.
     

     

      
3. Find the allocated payment.
   • You may search for the payment reference at the bottom of the page to quicken your search. 
     

     

     
      
4. Click on the Reference hyperlink to open the Payment report.
   

   

   • The report will list the dates of service, codes, and transaction types that received an allocation from the payment.