WebPT Ideas and Discovery

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Edit payments as a whole after posting

Currently, after a payment is posted to appropriate DOS, to edit the payment one has to go into each line item, payment and adjustment to edit said payment. I.e. if the payment was posted initially in error as cash and the method needs to be changed to credit, every line has to be changed, which is extremely time-consuming. An option should be given to edit the entire payment to avoid the above.

  • Guest
  • Jun 15 2021
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