📝 Please note: Explaining a payment is the same as allocating a payment. The words can be used interchangeably throughout this article and in the Dentally app.
How do payment allocations work in Dentally?
Sometimes you might need to change an allocation manually. In this scenario, you can unallocate a payment and then allocate it as needed.
It is important to ensure payments are allocated accurately as it will affect your payment allocation reporting. Particularly if you use the reports to pay your associates.