How Do I Backdate a Payment?

There may have been a time where you have had to delete a payment that you took on a previous date because it was entered into your dental software inaccurately.

Once you have deleted an incorrect payment you will probably wish to enter the correct payment. To do this, follow the steps below.

Open the patient, and then click on the Accounts button (shown below).

Now you are in the patient's accounts, click on the Payment button (shown below).

The window shown below will open, by default today's date will appear in the date box (in this example 18/06/12).

To change the date, type in the date you desire in the date box. Enter the amount of the payment into the method section of the Patient Payment window (shown below).

Once you have entered the correct amount, click the OK button at the bottom of the window.

The payment will now be shown in the list of payments within the patient's accounts.




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