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AVImark Forum::Newbies::Deleting Invoice and Re Posting on a Different Date

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Subject :Deleting Invoice and Re Posting on a Different Date.. 06-26-2010 12:18:31

zemaor

New User

Joined: 06-26-2010 04:51:26
Posts: 1
Location:

I needed to change the price of the item to the correct pricing and reflect a credit for the client that I noticed several days after the sale. The money amount paid was the same but I needed to give the client a credit for the reduction of the item bought. Since the invoice had already been closed, I went in to accounting, removed the invoice and all of the related items, and then went to the details in the patient hx. and removed them also. I re input the sales information with the corrected pricing, changing the date of service and the posting date to reflect the actual date it was originally processed.

1) Is there a problem changing this in this way?
2) The next invoice I put in reminded me that the posting date had been changed. Will this pop up come up each time that I post on a different date than today's date?
3) Do I need to re boot the program or re index it after posting something in the past in this way?
Thanks, Zema

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Subject :Re:Deleting Invoice and Re Posting on a Different Date.. 06-28-2010 06:03:04

Jeremy-AVImark

Advanced User

Joined: 02-11-2009 12:49:44
Posts: 693
Location:

Zema,

I saw you received a few replies on Yahoo Groups, and I thought I would just summarize here for anyone else that saw the topic and had the same questions:

1) The only problems changing it this way are that it assigns a different invoice number and you run the risk of clicking No on the prompt to change the posting date back.
1a) It would be easier to modify the amount in both medical history and accounting which would then automatically give the client the difference as a credit. For example, if it originally was $25 the client paid and you modified the item from $25 to $20, the client would have a $5 credit.

2) The Prompt will come up each time you go to a new client when the posting date has been changed.

3) You should not have to rebuild any indexes, but if it was a transaction that happened during a month that you already printed reports for, you would need to reprint whatever reports you would like to save since the numbers would be a little different.

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This posting has been authorized by McAllister Software Systems, LLC and was written by Jeremy Bennett, Client Relations Manager


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