Edit Multiple Payments

To make corrections to several charge lines at once, such as adding a check number, the Edit Payments page is your best option.

Editing Payments

  1. Open the Payment menu and select Edit Payments.                               
  2. Enter the Account #. Optionally, you can indicate an Insurance or specify Deposit Dates to narrow your results.
  3. Click Search. The page displays all of the charges and payments that meet your search criteria.
  4. Select the fields that need correction and make any necessary changes.
  5. Verify that the PR and CO Adjustment Qualifiers follow these requirements.
  6. Select Save.

Important: Be cautious when making changes to Deposit Dates and payments as it may affect reports for balancing. Always verify amounts after you make corrections.

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