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)?
- Press "Y" to delete the invoice.
- Press "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 Escape key or Ctrl-R to exit the form.

To view and download these instructions as a PDF file, click on the following document image.

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Optifacts Knowledge Base

Account Transaction Delete

Introduction

Procedure