Transaction Tab

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Home>Transactions tab.

1. Today’s Sales Section

Sales transactions for the current day are listed on this page. Selecting the blue icon to the left of the item offers you several options.

a. View Invoice: Opens the invoice with a print and download option.

b. View Payments: Opens the payment and adjustment window.
A “New Payment” button is located in the top right corner of the window.
Selecting the “New Payment” button opens a receive payment window.
Modify the page or change it to view another invoice.

c. Click the blue icon to the left of the item for more options:

  • View Payment
  • Change Payment Type: You can change the method of payment.
  • View History
  • Delete Payment.

d. Patient Profile: Directs you to the patient’s profile.

e. Fax Invoice: If this system setting has been enabled you are able to fax the invoice.

f. Void: Void payments remain in the system. A copy of the voided payment will be sent to the email address you entered in the System Settings if you completed the setting.

 

2. Today’s Payments Section

A list of payments you received on the current day will appear in a list.

Select the blue icon to the left of the item for more options.

a. View Invoice Payments: Opens the payment and adjustment window.

b. Click the blue icon to the left of the item for more options:

  • View Payment
  • Change Payment Type: You can change the method of payment.
  • View History
  • Delete Payment.

 

 

 

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