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6 comments

  • Kathleen Burke

    I think you just need to add a negative value. Click "Add Payment", select cash, and just enter -50, for example.

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  • Kathleen Burke

    You can also, from the main client's page, click the Billing tab and then change "Billable Items" to "Transactions". You can then edit cash payments that were made.

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  • Latoyia Griffin

    Thank you Dania for asking, as I just had similar issue!  Thank you Kathleen for answering as your solution of going to Billing tab for 'billable items' changing to 'Transactions'  and deleting it there worked!

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  • Jotham Busfield

    They may have changed it, because deleting the cash payment is no longer an option.  Instead, it allows you to click "refund" to refund the full cash payment amount, which then gets the balance back to what it should have been.  After that, I was able to correctly charge the card on file.  Hope this helps!

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  • Julie Spears, LCSW

    I used to be able to add a negative amount but with the new system it won't let me. Requests: Allow ability to delete cash. Also DEFAULT to credit card payment NOT cash, especially if there is a card on file. I have done this twice already and messed up my billing! 

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  • Julie Spears, LCSW

    Okay I now see.

    WITHIN THE CLIENT FILE.

    GO TO BILLING

    TRANSACTIONS BY CLIENT

    VIEW the cash transaction

    TOP RIGHT you can delete

     

     

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