Removing Payment

If you need to go back and remove a payment that was entered incorrectly:

• Go to the AR screen (may be called "Accounts Receivable" on your menu) from the main menu

   

• Find the name of the client (under the correct visit category) and click on it

• Click manually adjust next to the invoice number

• Search for invoices by date range
• Change invoice to "all" and click "refresh invoices"

• Now Find the invoice number you want to change and choose it from the invoice drop down 
• press "search"

• Click edit latest payment and change the amount to 0 
• Click "apply payment"

*Note when you search for this invoice now it will still show any contractual allowance amount.*