Editing a Transaction

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 the 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 the Edit.

Method Three: Invoice

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