{"type":"video","version":"1.0","html":"<iframe src=\"https://www.loom.com/embed/50968bf0a69f4e5db9a5b31eb50cd16b\" frameborder=\"0\" width=\"2560\" height=\"1920\" webkitallowfullscreen mozallowfullscreen allowfullscreen></iframe>","height":1920,"width":2560,"provider_name":"Loom","provider_url":"https://www.loom.com","thumbnail_height":1920,"thumbnail_width":2560,"thumbnail_url":"https://cdn.loom.com/sessions/thumbnails/50968bf0a69f4e5db9a5b31eb50cd16b-37185fc16dd58e8f.jpg","duration":2674.56,"title":"Workshop: Correcting Financials","description":"This Loom explains how Instinct generates and manages invoices, payments, and ledger balances, with a focus on advanced troubleshooting for false zero dollar balances. Jane, the onboarding manager and financials subject matter expert, covers visit invoices versus standalone invoices, invoice line-item permissions, deposits and account credit, and payment workflows such as applying to the correct invoice and using balance payoff to distribute payments across multiple invoices. She then walks through three main causes of false zero balances and how to correct them, including applying account credit to the right invoice, unapplying overpayments, and handling post-closure adjustments using negative standalone invoices and an account correction payment method. The session is framed as an Instinct Academy webinar for October and includes Q and A on report customization, credit handling, and invoice organization."}