Editing a Transaction

Modify the date or payment method of a transaction using several methods—choose the one that best suits your work style.

Update a Transaction's Date or Payment Method

Here are a few ways you can change a transaction's date or payment method:

Method One: Transaction Number

1. Click on the Patient's name.
2. Click on the Billing Tab.
3. Click on the Transaction button.
4. Click on the Transaction Number (e.g., TRN-3).
5. Click on Edit.

Method Two: Transaction Actions

1. Click on the Patient's name.
2. Click on the Billing Tab.
3. Click on the Transaction button.
4. Click on the Three Dots on the same line as the transaction that requires editing.
5. Click on Edit.

Method Three: Invoice

1. Click on the Invoice (e.g., INV-3).
2. Scroll down and click on the Transaction (e.g., TRN-123456).
3. Click on Edit.

By following these methods, you can easily update your transaction details as needed.