- Created by Former user, last modified by Olivia Burger on Oct 26, 2015
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Editing invoices
QuickBooks
- On the Patient browser tab, open the patient’s file.
- Click the Sales history tab.
- Select an existing sale and click EDIT INVOICE(S).
In the Edit invoice(s) screen, on the Cost allocation tab, make any necessary adjustments.
See: Adjusting an order for more information.- Click EDIT INVOICE(S) to save the changes.
Editing payment details
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
QuickBooks
- On the Patient browser tab, open the patient’s file.
- Click the Sales history tab.
- Right-click a payment and select Delete payment.
- In the Confirm operation, click OK.
QuickBooks
Deleting write offs
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.
- In the Confirm operation dialog box, do one of the following:
- Click Yes to proceed.
Click No to cancel.
Editing credits
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
QuickBooks
- On the Patient browser tab, open the patient’s file.
- Click the Sales history tab.
- Right-click a credit and select Void credit.
- In the Confirm operation dialog box, do one of the following:
- Click Yes to proceed.
Click No to cancel.
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
QuickBooks
- On the Patient browser tab, open the patient’s file.
- Click the Sales history tab.
- Right-click a refund and select Delete refund.
- In the Confirm operation dialog box, do one of the following:
- Click Yes to proceed.
Click No to cancel.
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