Correcting a recorded payment

If a payment is recorded by mistake, perhaps the settle button was pressed with the box still showing the full balance, an owner can reverse it from the appointment. Nothing is deleted: the correction is written as its own entry against the original, so your books show what happened and when, which is what you want if anyone ever asks.

Correcting a payment

1. Open the appointment in the diary and find the Payment section. This works on settled visits too, which is usually when you need it.
2. Choose Correct a payment to list the payments on the visit.
3. Press Correct beside the wrong one, give a short reason, and confirm with Reverse.

The payment is reversed in full, the visit's balance reopens if money is still owed, and you simply take the real payment as normal. If the original was paid from the patient's account credit, the credit goes back to their account with its original expiry. The correction records what happened; it does not refund cash or send money to a bank or card.

What to know

• Owners only. Recording a payment is everyday work for the whole team; rewriting the money history is not.
• Treatment payments only. A booking reservation fee or a product sale cannot be corrected here. Refund a card-paid reservation fee from Stripe; for a product sale, see the article on selling retail products.
• Each payment can be corrected once. The original and its correction both stay in the record, netting to zero in your figures.
• Card payments taken online are different. A payment that ran through Stripe is refunded from your Stripe dashboard, and the refund is recorded here automatically. See the booking reservation fees, payments and refunds article.
• If you meant to reduce the price rather than undo a payment, what you want is a discount: see applying a discount in clinic.