Transactions - Charge Account

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Transactions - Charge Account

This screen shows a log of credit/debit transactions for Charge Accounts. From here, you can look up what was charged and credited to a particular Charge Account.

 

To view Charge Account Transactions:

 

1.Click on the Point of Sale menu item.

2.Select Transactions - Charge Accounts. The Charge Account Transactions screen will open.

3.You can filter by a date range. To do this, you can click on the Transaction Date field and choose an option (Today, Last Month, etc.) or enter a beginning and ending date in the date fields.

4.Next, search for a Charge Account.

5.You can also search for a particular Patient.

6.Transactions matching your chosen parameters will be displayed.

 

See Also

Charge Accounts

Billing Cycles