If a Receipt was entered in error and cannot be deleted because the Payments were posted in a closed period, use the following process. This process removes the Payment from the current reporting period's A/R. You can use the Receipts Management report with the Include Disbursed Receipts option to review this action.

1. On the Encounter Dashboard, expand the Transactions by selecting the Plus icon in the Balance panel.

2. Select the checkbox to the left of the Receipt number that is to be changed.

3. Select the Undo Posting button. This creates a new receipt.

4. From the Action dropdown list on the pop-up screen, select Modify.

5. In the Note field, enter a reason for the Undo.

6. Select Save [F2]. (If you receive a Validation Warning, select Save and Continue).  A new Receipt will be created.

7. On the new Receipt Dashboard, select the Modify link.

8. In the Disbursed field, enter E or select E - Error Correction from the dropdown.

9. Select Save [F2].