How to Redo a Receipt

Why Use This Function:

When a Receipt was captured incorrectly and needs to be adjusted, redoing the Receipt allows you to easily correct it. This will increase or decrease the Invoice amount as needed, ensuring the Debtor/Patient account reflects the accurate balance and that financial records remain precise and up to date. This helps maintain a smooth and error-free workflow in the Practice’s accounting process.

💡 Please Note: To redo a Receipt, the Debtor’s account must already have a Receipt allocated to an Invoice. Redoing a Receipt can only be used on Invoices marked as Private.

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

• • For more information on the Debtors screen, please refer to the user manual: Navigating and Understanding the Account Details Screen.

• Click on the Receipts tab.

• • The Receipt screen will open.

• • For more Information on the Receipt screen, please refer to the user manual: Receipt Screen: Navigation and Use.

• Click on the Redo Receipt button.

• The Redo Receipt screen will open.

• Click on the Pat. Correct field to enter the correct amount.

 💡Please Note: Only corrections made within the Pat. Correct field will be applied, as this is the designated field for capturing and updating any necessary changes.

• Click on the Post button to post the transaction to the system. 
  

• Click on the Post drop-up menu to access more options.

• Click on the Post and Print button to send the new Receipt to the printer that has been set up. 

• Click on the Print and Email button to send the new Receipt to the recipient via email.

• • For more information on sending an email, please refer to the user manual: Send an Email.