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Introduction
This document provides instructions for deleting transactions in Accounts Receivable.
Procedure
From the Optifacts main menu:
Select Option 1 – Accounts Receivable and press enter.
Select Option 1 - Daily Routines and press enter.
Select Option 3 – Delete Transactions and press enter.
The Customer Database Modification form displays on the screen.
- Type the Access Number and press enter. If the access number is unknown, press Enter to proceed to the Invoice Number field.
A summary of the invoice includes invoice number, tray number, patient name, invoice amount, and a message asking you to confirm the entry displays.
- Delete this data (Y/N)?
- Type 'Y' to delete the invoice.
- Type 'N' to exit the form.
The ‘Deleted’ message is shown to the far-right side of the row, as shown in the following example.
*** The system won't' allow a deletion if the specified invoice exists on a statement already processed. A message displays below the invoice details, as shown in the following example. ***
- Press the ESC key or Ctrl-R to exit the form.
To view and, or download these instructions as a PDF file, click on the following document image.
