Tracking your Clinic’s Billing Adjustments

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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. 

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