How to Void Transactions, Gift Cards & Credits🎥

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Overview

  1. How to void a Gift Card
  2. How to void the transaction
    1. From the transaction tab
    2. From the Invoice Search Page

 

How to Void a Gift Card


1. Go to Home>Accounting>Gift Cards.

2. Do a search for the Gift Card. Click the blue icon to the left of the item and select Void.



How to Void a Transaction

There are several places you can void an invoice.

1. From the Transaction tab for an item created on the current day Home>Transaction tab.

2. The Patients Profile>History>Invoices.

3. Home>$Accounting>Billing Section - Invoices Search.

 

 

From the Transaction Tab

1. If the transaction is on the current day, go to Home>Transaction tab.

2. In the Sales section, click the blue icon to the left of the item and select Void.

 

From the Patient Profile

1. Go to the Patients Profile>History>Invoices.

2. Click the blue icon to the left of the item and select Void.

 

 

From the Invoice Search Page

1. Go to Home>$Accounting>Billing section - Invoice Search.

2. Locate the invoice you want to void, click the blue icon to the left of the item and select Void.

 

 

 

 

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