What is the best way to edit a customer account when they were double charged for a vaccination?

Submitted by Guest on Sun, 10/11/2013 - 03:29

General User's Discussion

Hello all,

It recently came to my attention when checking a customer account that they were double charged for a vaccination.

In our setup, a vaccination comprises a template consisting of "injection fee" + 2 bottles of vaccination. This keeps the stock levels right. So the vaccination template was entered twice.

They were also charged for several other items on the same invoice.

I want to adjust their account so that the additional vaccination template is removed, giving them a credit, but also ensuring the stock levels are accurate, all without deleting the other items on the invoice.

What is the best way to do this, or do I have to reverse the whole invoice and recharge it correctly?

Thanks,

Cahir

Re: What is the best way to edit a customer account when ...

Submitted by tgething (not verified) on Sun, 10/11/2013 - 04:11.

Cahir - as I understand the situation, when creating the invoice, someone entered 'vaccination' qty 2, and this (being a template) expanded to injection qty 2, bottles 2x2=4.

Don't you just issue a credit for 'vaccination' qty 1 (which will expand to injection qty 1, bottles 2).

This should keep both the money and the stock correct.

Regards, Tim G

Re: What is the best way to edit a customer account when ...

Submitted by ck234 (not verified) on Sun, 10/11/2013 - 05:29.

Cheers Tim,

That sorted it - wasn't thinking clearly.

Simply entering a credit under the "charges" section sorted the balance out, and adjusted the stock. I was looking at trying to reverse a transaction under account, which didn't work as it reversed the whole invoice.

However, the "credited" items do not show up in the patient summary screen. It still indicates that the patient received the vaccination twice.

The credit does show up under "account".