User guide

Blue Chip Training Guide Page 128 of 193

Level 4, 201 Pacific Highway, St Leonards, NSW, 2065.

Customer Support: 1300 300 161 – Option 2

Blue Chip Training Guide

The Account Credits tab shows the original receipt being reversed, placing the said amount

into credit. When the credit payment is used to pay the adjusted invoice and the difference

repaid to the patient, it is displayed as a reversal of the credit payment.

Adjusting a standalone Invoice

Compared to the Paid Invoice/Receipt, adjusting a standalone invoice is rather

straightforward. As no money has been paid, the timing (before or after banking has been

finalised) is not so important. Timing does become important when an adjustment needs to be

performed after a month has been closed off. In this instance, the practice manager or

someone with similar permissions may need to reopen the month in order to effect the

adjustment.

In the following scenario, an item has been omitted from the invoice. It requires an

adjustment in order to incorporate the extra service item.

1. From the Patient Details screen, Select Accounts from the left margin menu and

Select the Open Existing Account button as illustrated for Invoice/Receipt

adjustments

2. From the Invoice tab, click the Open button to open the invoice to be changed.