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

1. 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. 

1. Click “Void” button
2. A prompt will appear showing users the option to void services, products, or coupons.
3. Add a reason for voiding. 
4. Click “Proceed” to finalize entry.

1. 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.

1. 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.