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:
  1. Click the export button on the upper right corner of the Daily Census page.
  2. Report should automatically be downloaded once a format is selected.