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htrohatos
Canine III

Payment adjustments and receipts

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We have had issues when printing receipts.  

If we reverse a payment and re enter it same day, when printing a receipt it shows both payments and doesn't adjust for the reversal. 

This happens if I enter a credit card payment as a cheque payment or debit payment and then correct it. Is there no way to include adjusted transactions on receipts?

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3 Replies
CS Dental Employee
CS Dental Employee

Re: Payment adjustments and receipts

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Payment receipts will not print adjustments. You can print a ledger copy and choose the option to include ledger adjustment, it will print both payments and adjustment. Hope this was helpful.
htrohatos
Canine III

Re: Payment adjustments and receipts

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I understand that and that is what I have been doing, however, I find that patients are confused by the ledger and I need to go over each entry with them. 

Some of these patients use the receipts for income tax purposes, which are confusing for them not to mention for the tax department. For instance, when they've made a payment that was subsequently reversed because it was,  originally entered incorrectly, then re entered the same day, their receipt will show two payments instead of one.

This is the reason why it would be preferable that the receipts would allow the adjustments to show on them.

CS Dental Employee
CS Dental Employee

Re: Payment adjustments and receipts

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If you go into the financial screen and print a "statement for today", it will not show the payment that was reversed.   These statements also have all the information needed for health spending or flex accounts.   Hope this helps Smiley Happy