Auto-Allocation
Auto Allocation: How to Automatically Apply Payments to Outstanding Balances
Overview
Auto Allocation is a convenient tool in My Best Practice that allows you to automatically apply a payment to the oldest outstanding appointment balances on a client’s account. This feature helps streamline your billing workflow and ensures payments are allocated accurately and efficiently.
Where to Find Auto Allocation
You can access Auto Allocation from the client's Billing tab by selecting the total unallocated amount at the top left of the billing tab.
How Auto Allocation Works
When you select Auto Allocate from the allocation window, MBP will automatically apply the unallocated amount to the oldest unpaid appointment balances on the client’s account.
Step-by-Step
Navigate to the client’s Billing tab.
Select the Total Unallocated amount.
Click Auto Allocate next to the payment.
A confirmation message will appear: “Auto allocate this payment to the oldest appointment balances?”
Select OK to proceed or Cancel to return without allocating.
Repeat until all payments are allocated.
Once confirmed, MBP will distribute the payment starting with the oldest outstanding sessions until the payment is fully allocated.
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