deleting cash payment

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Yu Harumi

• November 30, 2022 17:48

Hi Yasmin,

To delete a cash payment, go to the client's Overview page > Billing > filter by Transactions > Edit next to the payment > Delete payment.

 

I tried this and it doesn't give the option "transactions".  It says either transactions by client or transactions by insurance.  And it doesn't give me the option of "edit" and "delete payment" 

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  Roderick E. Branscome

  • January 18, 2023 19:33

  Yep

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