Redo Transactions

The Redo Transaction function allows users to correct Invoice errors by automatically generating a Credit Note, recreating the transaction, and providing an opportunity to make necessary adjustments before posting a new Invoice. It is used to correct mistakes such as incorrect Item Codes, Quantities, or Amounts, or to change an account from Private to Medical Aid billing. The Redo transaction will automatically post a Credit Note for the Invoice.

Web App:

Roadmap 1: NW > MOD Diary - S Diary > Desired Booking - SB Booking > B Account Details - S Account Details >> Invoice Line - T Actions > B View/Edit Invoice - S Invoice Details > B Redo - PU Create Credit Note

Roadmap 2: NW > MOD Debtors - S Debtors > Desired Debtor - SB Debtor > B Account Details - S Account Details >> Invoice Line - T Actions > B View/Edit Invoice - S Invoice Details > B Redo - PU Create Credit Note

User Manual Link: Invoice Corrections: Redo Transaction


Desktop App:

Shortcut: F10 (F10 key on the keyboard)

Roadmap 1: Mod Med Debs > B Account enquiries > S Choose a debtor > Select invoice to redo > B  Redo Transaction

Roadmap 2: Mod Diary > B Account enquiries > S Choose a debtor > Select invoice to redo > B Redo Transaction

User Manual Link 1: Account Enquiries version 7.6

User Manual Link 2: Account Enquiries version 7.8 / 8.0

User Manual Link 3Invoice Corrections: Redo Transaction and Credit Note

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