Where a payment mistake usually comes from
Because payments in ClinyPal are recorded manually, most mistakes are entry errors — the wrong invoice, the wrong amount, or the wrong payment method selected in a hurry. Each has a different fix.
Wrong amount
Open the invoice's payment history and correct the amount. If the patient was overcharged, the difference is automatically kept as account credit rather than lost.
Wrong invoice
If a payment was applied to the wrong invoice entirely, remove it there and record it fresh against the correct one. Check the patient's account summary afterwards to confirm both invoices reflect the right balance.
Wrong payment method
Correct the payment type directly on the recorded payment. This matters most if your clinic reconciles by payment method at the end of the day, since a wrong method will throw off your daily takings.