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Issues with reversed invoices

Submitted by EastsideVetEmerg on Mon, 08/08/2016 - 16:52
in

Hi,

So, we have on occasion issues with reversed invoices and the such.

Currently the only way to tell on the Customer - Account an item has been reversed is that the "Hidden" flag is ticked. This is not massively obvious and many staff are not familiar with the notion that "Hidden" = "Reversed". The most recent stuff up was a reversed invoice being sent to an insurance company and client by accident.

My suggestions are the following:

1) There should be an option at a practice level to hide reversed invoices/payments/etc and a toggle for each user to show reversed financial items (i.e. reversed financial items should be hidden by default - much as deceased or deactivated clients/patients/products are). This will simplify account screens where errors have been made and reduce errors. The ability to look at and audit financials will remain.

2) Default invoices that area reversed or hidden should have by default "Canceled" or "Reversed" watermarked across each page in massive big red impossible to miss letters.

Thoughts?

‹ Supplier (Veterinarian) Spreadsheet Import Out of work flow sale ›

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Re: Issues with reversed invoices

Submitted by tanderson on Thu, 25/08/2016 - 11:51.

1) A confirmation popup is displayed when printing transactions that have been hidden e.g.:

2) Tim Gething has updated the standard invoice template in 1.9 to display a large 'Cancelled' watermark down the page if an invoice is hidden. e.g.:

 

Re: Issues with reversed invoices

Submitted by EastsideVetEmerg on Thu, 25/08/2016 - 12:01.

Hi,

thanks for that. Those are both very helpful improvements and will assist in reducing errors.

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