delete or refund cash transaction

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Adam Clevenger

• October 02, 2022 20:22

My employee accidentally made a cash transaction in the month of August, when they meant to make a credit transaction.  We're now in October, and I'm trying to determine what makes the most sense--should I delete the original cash payment and then charge the credit card, or should I refund the cash payment and then charge the credit card.  I want to be sure the income allocation report will not have my pay my employee twice for the same appointment (they were already paid for this appointment back in August).

Thanks!

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  Kathleen Burke

  • October 30, 2022 16:09

  Each date of service should be linked to an invoice. I think if you delete the cash payment associated with that invoice, the invoice will then show as unpaid. You can then Add Payment from that invoice and charge it to the card. This should not affect the income allocation.

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  Heather Ram

  • April 24, 2023 14:45

  How do you delete a cash the cash payment?

   

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