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Recently a few patients have had rather confusing finance lists.
This usually happens if someone has paid on account for some treatments and paid at the time for others. If an error has been made in which an invoice then needs to be deleted or amended, the payment needs to be deleted or amended first. The trouble is, sometimes when trying to find the correct allocated payment, we can’t as there is nothing on the invoice to link to a particular payment. We have had situations where the invoice says that it has been paid in full but the payment we assume to be related (i.e. taken the same day) says unallocated. The account balance still reads £0.00 but when a subsequent invoice is then drawn we are asked if we want to allocate the sum, even though the balance still says zero at the top. We can’t allocate it to an outstanding invoice as they all appear to be paid in full even though we can’t find a payment with the invoice number on it.
Not sure this makes sense to read but I hope you can help!
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