SoftDent: The Credit Card Balance On the Deposit Slip Is Incorrect

Document created by chriscornett Employee on Jul 26, 2017
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Problem:                                                             

The credit card balance on the deposit slip is incorrect.


The credit card balance on the Daysheet's deposit slip does not match the actual amount of the credit card settlement due to a change made to a credit card transaction.

 

Cause:

This can be caused by the Credit Card transactions being entered after the Daysheet has been generated


Solution:

  1. Go to the patient transaction screen, open the charge and close.
    2. View and verify the CC receipt.
    3. Navigate to Reports > Accounting > Daysheet.
    4. Rerun the daysheet for the date of the transaction. The deposit slip should then show the correct amount.


Additional Information:

 

If the above does not correct the issue, please contact a CS SoftDent Support Representative as a utility in SDUtils has also been known to correct this issue.

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