{"type":"doc","content":[{"type":"layoutSection","content":[{"type":"layoutColumn","attrs":{"width":66.66},"content":[{"type":"panel","attrs":{"panelType":"error"},"content":[{"type":"paragraph","content":[{"text":"Blueprint OMS introduced a new solution for US customers, called ","type":"text"},{"text":"Claims Tracking","type":"text","marks":[{"type":"link","attrs":{"href":"https://blueprintoms.atlassian.net/wiki/x/A4AktQ"}}]},{"text":", which incorporates an added layer of automation. This enhancement minimizes the need for manual adjustments and invoicing, streamlining the bill reconciliation process. ","type":"text"}]}]},{"type":"heading","attrs":{"level":3},"content":[{"text":"Applying third party credits","type":"text"}]},{"type":"panel","attrs":{"panelType":"success"},"content":[{"type":"paragraph","content":[{"text":"When returning an item that insurance has paid for, there will be a credit for the return. If the item has not been paid for, you will have the option to apply the credit to the original sale or to have the credit remain on the return.","type":"text"}]}]},{"type":"orderedList","attrs":{"order":1},"content":[{"type":"listItem","content":[{"type":"paragraph","content":[{"text":"Navigate to the third party ledger and find a credit with an open balance.","type":"text"},{"type":"hardBreak"}]},{"type":"mediaSingle","attrs":{"layout":"align-start","width":598,"widthType":"pixel"},"content":[{"type":"media","attrs":{"width":520,"id":"8b814675-cfa4-4415-9dc9-013d8327b199","collection":"contentId-25165837","type":"file","height":198}}]}]},{"type":"listItem","content":[{"type":"paragraph","content":[{"text":"Right-click on the credit and select ","type":"text"},{"text":"Apply payment/credit.","type":"text","marks":[{"type":"strong"}]}]}]},{"type":"listItem","content":[{"type":"paragraph","content":[{"text":"In the Apply payment/credit screen, select the invoice that you will be applying the credit to.","type":"text"},{"type":"hardBreak"}]},{"type":"mediaSingle","attrs":{"layout":"align-start","width":592,"widthType":"pixel"},"content":[{"type":"media","attrs":{"width":778,"id":"1b5645b0-ba6f-4331-852e-14237943fde1","collection":"contentId-25165837","type":"file","height":456}}]}]},{"type":"listItem","content":[{"type":"paragraph","content":[{"text":"Select ","type":"text"},{"text":"Apply.","type":"text","marks":[{"type":"strong"}]}]}]}]},{"type":"heading","attrs":{"level":3},"content":[{"text":"Third party overpayments","type":"text"}]},{"type":"orderedList","attrs":{"order":1},"content":[{"type":"listItem","content":[{"type":"paragraph","content":[{"text":"Navigate to the ","type":"text"},{"text":"Enter 3rd party payment","type":"text","marks":[{"type":"strong"}]},{"text":" screen.","type":"text"}]}]},{"type":"listItem","content":[{"type":"paragraph","content":[{"text":"Enter the full amount of the check.","type":"text"}]}]},{"type":"listItem","content":[{"type":"paragraph","content":[{"text":"Apply the portion of the payment for the items on the invoice by clicking the box next to the invoice.","type":"text"}]},{"type":"paragraph","content":[{"type":"inlineExtension","attrs":{"extensionType":"com.atlassian.confluence.migration","extensionKey":"__confluenceADFMigrationUnsupportedContentInternalExtension__","text":"","parameters":{"cxhtml":"

The amount of the overpayment will show as an open balance. This can be seen in the 3rd party ledger by hovering over the payment or by checking the Show open balance checkbox.

","block-inline":true,"nestedContent":{"type":"doc","content":[{"type":"panel","attrs":{"panelType":"success"},"content":[{"type":"paragraph","content":[{"text":"The amount of the overpayment will show as an open balance. This can be seen in the ","type":"text"},{"text":"3rd party ledger","type":"text","marks":[{"type":"strong"}]},{"text":" by hovering over the payment or by checking the ","type":"text"},{"text":"Show open balance","type":"text","marks":[{"type":"strong"}]},{"text":" checkbox.","type":"text"}]}]}],"version":1}}}}]},{"type":"paragraph"}]},{"type":"listItem","content":[{"type":"paragraph","content":[{"text":"At a later time, the remaining amount can be refunded or applied to another invoice.","type":"text"}]},{"type":"orderedList","attrs":{"order":1},"content":[{"type":"listItem","content":[{"type":"paragraph","content":[{"text":"For instructions on how to refund the amount, click ","type":"text"},{"text":"here","type":"text","marks":[{"type":"link","attrs":{"href":"https://blueprintoms.atlassian.net/wiki/spaces/BPUG21/pages/17203202"}}]},{"text":".","type":"text"}]}]},{"type":"listItem","content":[{"type":"paragraph","content":[{"text":"For instructions on how to apply the payment to another invoice, see ","type":"text"},{"text":"Applying third party payments.","type":"text","marks":[{"type":"strong"}]}]}]}]}]}]},{"type":"paragraph"}]},{"type":"layoutColumn","attrs":{"width":33.33},"content":[{"type":"paragraph"},{"type":"bodiedExtension","attrs":{"layout":"default","extensionType":"com.atlassian.confluence.macro.core","extensionKey":"panel","parameters":{"macroParams":{"titleColor":{"value":"white"},"titleBGColor":{"value":"#3F66A0"},"title":{"value":"On this page"}},"macroMetadata":{"macroId":{"value":"9802e129-9508-4923-a3f7-8600768aeb87"},"schemaVersion":{"value":"1"},"title":"Panel"}},"localId":"c119e519-d1a4-4149-a6b4-dad3b11e9a7c"},"content":[{"type":"extension","attrs":{"layout":"default","extensionType":"com.atlassian.confluence.macro.core","extensionKey":"toc","parameters":{"macroParams":{"maxLevel":{"value":"2"}},"macroMetadata":{"macroId":{"value":"ddff498f-816f-42ca-8af6-b17c75b677c5"},"schemaVersion":{"value":"1"},"title":"Table of Contents"}},"localId":"a886962d-e495-4852-b00a-7eb271a3a3ba"}}]},{"type":"paragraph"},{"type":"bodiedExtension","attrs":{"layout":"default","extensionType":"com.atlassian.confluence.macro.core","extensionKey":"panel","parameters":{"macroParams":{"titleColor":{"value":"white"},"titleBGColor":{"value":"#3F66A0"},"title":{"value":"Related pages"}},"macroMetadata":{"macroId":{"value":"bc593c04-bc6c-41f0-9693-e0fcfa28f8d1"},"schemaVersion":{"value":"1"},"title":"Panel"}},"localId":"85ea0879-0852-40c0-bc12-083c69de912c"},"content":[{"type":"extension","attrs":{"layout":"default","extensionType":"com.atlassian.confluence.macro.core","extensionKey":"contentbylabel","parameters":{"macroParams":{"showLabels":{"value":"false"},"showSpace":{"value":"false"},"sort":{"value":"title"},"cql":{"value":"label = \"payments_and_deposits\""},"labels":{"value":"payments_and_deposits"}},"macroMetadata":{"macroId":{"value":"e76aae10-5206-4674-995f-27e19915a6d4"},"schemaVersion":{"value":"4"},"title":"Filter by label (Content by label)"}},"localId":"bc35aec9-1f6f-448a-b0ef-11804036f1cd"}}]},{"type":"paragraph"},{"type":"extension","attrs":{"layout":"default","extensionType":"com.atlassian.confluence.macro.core","extensionKey":"widget","parameters":{"macroParams":{"overlay":{"value":"youtube"},"_template":{"value":"com/atlassian/confluence/extra/widgetconnector/templates/youtube.vm"},"width":{"value":"400px"},"url":{"value":"https://www.youtube.com/watch?v=xk8u0LZr-yI"},"height":{"value":"300px"}},"macroMetadata":{"macroId":{"value":"9a9fec34-f7c2-4d71-8fd4-875a1fc4b9c9"},"schemaVersion":{"value":"1"},"placeholder":[{"type":"image","data":{"url":"/plugins/servlet/widgetconnector/placeholder?thumb=https://img.youtube.com/vi/xk8u0LZr-yI/mqdefault.jpg&overlay=youtube&width=400&height=300"}}],"title":"Widget Connector"}},"localId":"08b29a71-2df8-4610-9f81-17857886bcf9"}},{"type":"paragraph"},{"type":"paragraph"}]}]}],"version":1}

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