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Deb1
Canine III

cashbook

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When I have ran the cashbook at the end of the day is there anyway of amending patient records if the wrong payment method has been recorded?

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liamrushton
CS Dental Employee
CS Dental Employee

Re: cashbook

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Good Afternoon @Deb1 

It is not possible to run the cash book for the day once it has been run.

It is possible to modify a patient record, i would suggest you put through a refund for the amount and payment type for the incorrect payment, then put through the correct amount and payment type.

Please be warned this would then show on the next cash book you run.
(of course you could just run it that same night, to clear it down for the following day)

Kind Regards
Liam Rushton

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1 Reply
liamrushton
CS Dental Employee
CS Dental Employee

Re: cashbook

Jump to solution

Good Afternoon @Deb1 

It is not possible to run the cash book for the day once it has been run.

It is possible to modify a patient record, i would suggest you put through a refund for the amount and payment type for the incorrect payment, then put through the correct amount and payment type.

Please be warned this would then show on the next cash book you run.
(of course you could just run it that same night, to clear it down for the following day)

Kind Regards
Liam Rushton

View solution in original post