Receipt Redo
Errors on Receipts made can easily be rectified by the Receipt Redo function. The Receipt Redo function allows the Practice to adjust the Receipt to the correct amount, therefore increasing or decreasing the invoice amount.
Please Note: In order to do a Receipt Redo, the Debtor's account must already have a Receipt allocated to an invoice. The Receipt Redo function can only be used when an invoice that has been made out to the Debtor/Patient is marked as a Private Invoice
- This user manual will start on the Account Details screen.
- For more information regarding how to navigate to the Account Details screen, please refer to the user manual: Account Details Overview.
- Click on the Receipts Sub-Tab on the Toolbar.
- The Receipts screen will open.
- Click on the Redo Receipt button, which corresponds to the receipt that the user would like to redo.
- The Redo Receipt screen will open.
Please Note: The transaction information fields on the left side of the screen will be greyed out and the user will not be able to make changes to the details to ensure that the receipt redo will take place on exactly the same ledger as where the receipt has been posted to.
- The user will only be able to make the desired changes in the Pat. Amount column, on the line item level. The amount will auto allocate, but if the user wants to change the amount, they are able to.
- The user will be able to change the amount in the Pat.Amount column.
- Click on the Close button to cancel the request, no changes that have been made will be saved.
- An Attention! pop-up will appear to advise the user that they might have unsaved changes and if they would like to exit anyway.
- Click on the Cancel button to ignore the request to close without saving changes and return to the Redo Receipt screen.
- Click on the Ok button to exit the screen without saving and return to the previous screen. The changes that were made will be lost.
- Click on the drop-up menu next to the Post button for more options.
- Click on the Post and Print button, in order for the transaction to be posted to the system and the receipt to be printed. The Redo Receipt screen will close and the user will return to the Account Details screen.
Example of a printed Redo Receipt
Please Note: The way the receipt will print, is dependent on the setup of the printer at the Practice.
- Click on the Post button to post the transaction to the system, the Redo Receipt screen will close automatically and the user will return to the Account Details screen.
