Located in the Invoice Ledgers /Other tab, the Invoice Ledger screen is a repository of all the financial transaction entries for a given invoice. From this screen, in the Invoice, you can view all the financial transactions made to the invoice along with the explanatory notes you entered. Some transactions can be voided, (example: If a patient payment has to be Voided because the wrong amount was entered), you can place a check mark in the Void Patient Payment box with the reason for the void.
The ledgers only display the selected type of transaction such as the Payment Ledger, Refund Ledger, Adjustments Ledger and Return Ledger.
Issue a Payment Refund as a Credit Memo
It is possible, in certain circumstances, to issue a payment refund as a credit memo which can then be applied (transferred) to another invoice. The option is available in the Payment Ledger screen and is only displayed if the existing payment transactions permit such an action. Once a credit memo is created it can be applied to any (single or multiple) Invoice(s).
