Skip to content
  • There are no suggestions because the search field is empty.

Move Payment

Moving a payment from one patient to another.

If you have made a payment on the incorrect patient, please follow the steps below to move the payment.

Note:
Moving payments is available for Terminal and Virtual Terminal payments only.

  1. Locate the transaction, click the three dots under Action, and select Move Payment.
    move-payment-row
  2. Search for the patient to whom you'd like to move the payment, and click Search.
  3. Select the desired patient.
  4. Click the Move Payment button to complete the transfer.

Note:
Moving a payment in Crown doesn't move it in Open Dental. After you move it in Crown, move the payment to the correct patient in Open Dental too.