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Editing invoices
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Editing an invoice in Blueprint OMS, will void the original invoice in QuickBooks, and replace it with the edited invoice. |
- On the Patient browser tab, open the patient’s file.
- Click the Sales history tab.
- Select an existing sale and click
.Status title Edit invoice(s) In the Edit invoice(s) screen, on the Cost allocation tab, make any necessary adjustments.
Tip See: Adjusting an order for more information. - Click
to save the changes.Status title Edit invoice(s)
Editing payment details
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If edited in Blueprint OMS, payments will also be edited in QuickBooks. |
- On the Patient browser tab, open the patient’s file.
- Click the Sales history tab.
- Right-click a payment and select Edit payment details.
- In the Edit payment dialog box, do one or more of the following:
- Click in the Payment Date field to adjust the date as needed.
- Click in the Payment Amount field to adjust the amount. If the payment is applied against an invoice, double-click in the Amount applied field, and enter the corresponding amount. To save the change, click out of the cell, or click Enter on the keyboard.
- Click the Payment method drop-down menu to adjust as needed. Enter a Check #, if Check is selected as the payment method.
- Un-check the box to the left of a listed Txn ID number to unapply the payment from the corresponding sale.
- Click Save.
Deleting payments
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If deleted from Blueprint OMS, payments will also be deleted from QuickBooks. |
- On the Patient browser tab, open the patient’s file.
- Click the Sales history tab.
- Right-click a payment and select Delete payment.
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- In the Confirm operation, click
.Status title Ok
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If the payment has already been deposited, deleting it will only affect Blueprint OMS, not QuickBooks. Handle the payment deletion manually in QuickBooks. |
Deleting write offs
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If deleted from Blueprint OMS, write offs will also be deleted from QuickBooks. |
- On the Patient browser tab, open the patient’s file.
- Click the Sales history tab.
- Right-click a write off and select Void write off.
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- In the Confirm operation dialog box, do one of the following:
- Click Yes to proceed.
Click No to cancel.
Editing credits
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If edited in Blueprint OMS, credits will also be edited in QuickBooks. |
- On the Patient browser tab, open the patient’s file.
- Click the Sales history tab.
- Right-click a credit and select Edit credit details.
- In the Edit credit dialog box, adjust the Credit amount, Reason, Income account or Expense account, or optionally adjust the Provider.
- Click Save.
Deleting credits
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If deleted from Blueprint OMS, credits will also be deleted from QuickBooks. |
- On the Patient browser tab, open the patient’s file.
- Click the Sales history tab.
- Right-click a credit and select Void credit.
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- In the Confirm operation dialog box, do one of the following:
- Click Yes to proceed.
Click No to cancel.
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If a credit is applied to an invoice, the void credit option will be greyed out. To void the credit, first un-apply it from the invoice, then follow the steps above. See Editing credits for more information. |
Deleting refunds
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If deleted from Blueprint OMS, refunds will also be deleted from QuickBooks. |
- On the Patient browser tab, open the patient’s file.
- Click the Sales history tab.
- Right-click a refund and select Delete refund.
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- In the Confirm operation dialog box, do one of the following:
- Click Yes to proceed.
Click No to cancel.
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