Billing to Debt Management (Web App)

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.

💡Please Note: If the Invoice has been switched, the claim must be Reversed first.  

• This user manual will start on the Account Details screen of the desired Debtor.
  

• Double-click on the Invoice Line you want to Redo.

• The Invoice Line will expand, showing all the individual lines that were Invoiced.

• Click on the Actions tab.

• The Actions options will become available.

• Click on the View/Edit Invoice button.

• The Invoice Details screen will open.

Reverse

 If a Medical Aid transaction has been switched you will first need to Reverse the transaction before the transaction can be redone. 

• Click on the Reverse button.

• The Switch Details screen will open.

💡Please Note: This button becomes available only after the Invoice has been Switched. Once selected, the transaction must be reprocessed after the Invoice has been updated and be Switched again.

• For an extensive explanation of Switching, please refer to the user manual: Navigating and Use of the Switch History Screen.

Redo

Allows you to redo the same transaction, but you are able to make changes.

Private Patient

• Click on the Redo button.

Medical Aid Patient

• Click on the Redo drop-up menu.

• Click on the Using Default MA Price Linking button to use the default Medical Aid Pricelist for the new Invoice.

• The Create Credit Note pop-up will appear.

• Click on the Enter a Reason for Credit Note field to enter the reason for your Credit Note.

• Click on the Ok button to save.

💡Please Note: Once the Credit Note has been added you will be able to edit the Invoice and post once ready.

• For an extensive explanation of Credit Notes please refer to the user manual: Invoice Corrections: Credit Notes.
  
  

• After the updated Invoice has been posted you will see the original Invoice has been changed to a Credit Note.