Tracking your Clinic’s Billing Adjustments
Billing Adjustments
This section is for cases in which payments need to voided or products need to be returned.
Steps in Managing Billing Adjustments

- To void a payment entry, users must go to the Records > Daily Census tab of the Billing module.
- Click which payment transaction to be voided.
- User will be redirected to the invoice page. Click “Void” button
- A prompt will appear showing users the option to void services, products, or coupons.
- Add a reason for voiding.
- Click “Proceed” to finalize entry.

- To replace or add a new a payment entry, users must go to the Records > Daily Census tab of the Billing module.
- Click “Void” button
- A prompt will appear showing users the option to void services, products, or coupons.
- Add a reason for voiding.
- Click add item and add your new item
- Click “Proceed” to finalize entry.

- To “Return” items:
- Click the “Return” button.
- A prompt will appear showing users the option to return services, products, or coupons.
- Add a reason for the return.
- Click “Proceed” to finalize entry.

- To export the daily census report in CSV or XLSX format:
- Click the export button on the upper right corner of the Daily Census page.
- Report should automatically be downloaded once a format is selected.
Was this post helpful?
Let us know if you liked the post. That’s the only way we can improve.