Reviewing Receipts

The Receipt Review screen allows the entry of cash receipts into the system against individual orders. It also serves as a data entry screen. Once you review the receipt, you can transfer the receipt, reverse the receipt, or authorize a refund.

You can access this screen by selecting Accounting > Receipts > Receipt Search and Review from the toolbar.

Review the receipt and click one of the following buttons:

·            Transferring a Balance

·            Reversing a Receipt

·            Creating a Refund

·            Reviewing Credit Card Requests

Additionally, as of 7.5.0, you can click the View Payor Change History task from the Accounting Activities task category to open the Payor Audit History screen to view details about changes made to the payor on the selected order line receipt. For more information, please see Viewing Payor Change History.

See Also:

·            Overview: Working with Receipts

·            Entering a Receipt

·            Adjusting an Overpayment

·            Entering a Rapid Receipt

·            Viewing Payor Change History

·            Personify360 Payment Distribution