Deleting Transactions

About

Users can delete transactions from a Line Item by using the Transactions form.

Disclaimer: Only users with a Security Level of S can delete transactions.

How to Delete Transactions

  1. Navigate to the Transactions Form (see this article on how to navigate to the Transactions Form).
  2. Select the transaction from the Transaction list.
  3. Click Delete.
  4. If the transactions is a Patient Payment, then the amount from the deleted payment will automatically go back to the client's unapplied payments.