Billing to Debt Management (Desktop App)

A payment to the Patient / Medical Aid is written back if it was captured incorrectly

• Go to the Med Debs screen.
  
• Click on the "Transactions" icon and select "Payment to Patient / Medical Aid Written back" from the drop-down menu.

• Select the Cashbook from where the Payment was done.
• Click on "OK" or press F2.

• Select the "Period" in which the transaction should be processed.
• Click on "OK" or press F2.

Receipt Level:

• Part 1 (Header).
• Today's Date will be there by default.
• Enter the Debtor Number or Tab to search for the Debtor.
• Enter the Reason / Note / Description.
• Use the "TAB" key to navigate through the system.
• Press "TAB" to go to the following screen.

• Part 2 (Allocation).
• Press "TAB" until you get to the linking part.

NOTE: 

• The Level (F4) defaults are on "Invoice". Leave it like this unless you link per item.
  
• Do not tick/select "Between dates" and "Auto allocate" functions.

• Part 3.
  
• Enter the "Amount to Remove" or double click on the line.
• The line will turn blue if the amount to write back is allocated.
• At the bottom of the screen the "Balance / Receipt Amount and Journals" must be = R0.00.
• Click on "DONE".

• The following screen will be seen.
• Click on DONE.

• Select "Post".

• Refund is now posted and receipts are linked on an account.