GoodX Healthcare Glossary

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Reallocation (linking) of Receipt

Reallocating a receipt enables the user to reassign an invoice that was allocated or linked to the incorrect invoice/invoice line. The receipt will need to be allocated to the correct invoice/invoice line. Linking payments to invoices, assist with complete and accurate record keeping in the Practice. 

  • There are 2 reasons why a user will Reallocate or Link a receipt to an invoice:
    • The receipt was allocated to the incorrect invoice or invoice line.
    • A payment was received toward a Patient/Debtors account but the payment has not been linked to an invoice.

Web App:

Shortcut: N/A

Roadmap 1: NW > MOD Diary > Select Desired Patient Booking > SB > B Account Details > S Account Details > B Reallocate Receipt - S Capture Reallocation

Roadmap 2: NW > MOD Debtors > S Debtor List > Select Desired Patient > SB > B Account Details > S Account Details > B Reallocate Receipt - S Capture Reallocation


Desktop App:

Shortcut: N/A

Roadmap 1 (Patient Level): MOD Med Debs > TB > B Reciepts > DM Receipts > M Patients - Item Level > S Cashbooks > Select an option > B OK (F2) > S Select Period > Select the period > B OK (F2) - S Ledger Name

Roadmap 2 (Medical Aid Level): MOD Med Debs > TB > B Reciepts > DM Receipts > M Medical Aid - Item Level > S Cashbooks > Select an option > B OK (F2) > S Select Period > Select the period > B OK (F2) - S Ledger Name

User Manual Link: Unlinked Receipt