Overview  

This KB article includes the new features released in ICANotes+ version v7.4. 

Added New 'Puerto Rico' Option to State Dropdown

Clients signing up for ICANotes+ will now see 'Puerto Rico' as an available option in the State dropdown. This option is also available for existing clients when updating their practice information. The 'Puerto Rico' option can be selected on the following screens where users can choose their state.

State dropdown for new clients

State dropdown for existing clients

Added New "Unapplied Amount" Column in Billing Tab 

Key Features:

1. Unapplied Amount Column:
   • A new column appears in the account ledger to reflect any unapplied payment amounts.
   • This column will display $0.00 if the payment has been fully distributed to one or more charges.
   • If part of the payment remains unapplied, the column will display the amount still not applied.
2. Dynamic Updates:
   • The Unapplied Amount dynamically adjusts as payments are applied to charges. For example:
     • When a payment is initially entered for a self-pay client, the entire amount will be displayed as unapplied.
     • After creating a note and applying a charge for less than the payment, the unapplied amount will update to reflect the remainder.
     • Additional charges applied to balance out the payment will bring the unapplied amount to $0.00.
3. Refund Handling:
   • In cases where a payment is refunded, the unapplied amount will be $0.00 for both the original and the refund transaction entries.
4. Ledger Accuracy:
   • Each unapplied line in the account ledger will have a corresponding payments/adjustments entry that includes that unapplied amount for better visibility and tracking.
5. Comprehensive Payment Source Coverage:
   • The Unapplied Amount feature works for payments made via multiple sources, including:
     
     • Account ledger entries
     • Appointments
     • Request payment emails
     • Client portal payments

• • Supported payment methods include both cash/check and credit card transactions. 

This update ensures that all users have a clear understanding of how payments are applied and can quickly identify any unapplied amounts across various payment sources.

Navigate to the Billing tab and scroll down to access the Account Payments/Adjustments panel. The Unapplied Amount column appears as shown below:

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Need additional assistance?

Phone: 443-203-5857 

Text: 866-301-0085

Email: ticket@icanotes.com

Chat: http://app.icanotes.com 

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Proprietary Notice Information: This article is provided for informational purposes only, and the information herein is subject to change without notice. While every effort has been made to ensure that the information contained within this article is accurate, ICANotes cannot and does not accept any type of liability for errors in, or omissions arising from the use of this information.