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