Correcting invoice errors, correctly
Once an invoicing or payment entry error is uncovered, the first step is to review the transaction with these details in mind:
Is the transaction on the correct client but on the wrong patient?
Was the payment posted using integrated credit card processing? If yes, is the batch open or closed?
Voiding or entering a return on an integrated credit card payment may ask for the card to be reentered if the batch has been closed
Are you tracking accounts receivable/payments by staff?
Are defaults set to have payments applied to an invoice or oldest balance?
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