Insurance Payments Detail

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Barbara J. Davis

• February 04, 2021 20:36

After the insurance payment is verified as paid, is there any reason to keep the report? or can the report be deleted  > the insurance payment, click Delete Payment and then select OK

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  Ruth

  • February 09, 2021 23:55

  Hi Barbara, deleting a Payment Report, or an automatically populated Insurance Payment, will remove it from your records. Please don't delete these payments if you'd like your clients' insurance bookkeeping to be automated! 

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