Help SiteClinic Admins Invoicing/PaymentsChanging a Payment Type or Reference

Changing a Payment Type or Reference

  1. Navigate to the Visit Payment List or the Client Payment List tab.
  2. Click either the Method or Reference blue link for the payment.

3.  In the edit popover that opens, make the changes.

This action requires a specific user privilege.  The blue link is only visible to those users  that have that privilledge.  Once a payment is "reconciled" the payment method is no longer editable