Delete Bank Slip

Depending on the reason for deleting a bank slip, follow the appropriate instructions below. 

It is highly recommended that before deleting any bank slip, the following details are noted down

• Date and Time of Slip

• Total Banked Amount

• Total Cash Taken Out (if any)

Delete Bank Slip, No Payments Collected After Creation

This usually applies when a bank slip has been created by mistake, perhaps in the middle of the day, when more payments will be entered. 

1. Click the navigation menu > Management > Bank Slips page

2. Find the correct bank slip by selecting

   1. Location, Bank Account to View and Deposit Slip ID to view
      
      

3. With the correct bank slip in view, go to Bank Slip menu > Delete Current Slip / Click Delete icon

4. Click OK on warning message

5. If security is activated, enter a Username and Password and if further security is activated, enter the Reason for deletion

Delete Bank Slip, Payments Collected After Creation

This usually applies when an incorrect payment has been noticed the day after (or later) a bank slip has been created and if deleted, old payments will be mixed with more recent payments. 

For an easier way to handle incorrect banked payments, activate the reversals feature and never have to complete the below steps again!

Create a Dummy Deposit Slip

1. Click the navigation menu > Management > Bank Slips page

2. Select the relevant Location and Bank Account to View

3. Bank Slips toolbar > Select from New Slip / EFTPOS / American Express / Diners Club

   1. Click CREATE on slip containing today's payments (this will be deleted later)
      

Delete Incorrect Deposit Slip

1. Still within the Bank Slips page, bring the incorrect bank slip in view

2. Bank Slip toolbar > Delete current slip

3. Click OK on warning message

4. If security is activated, enter a Username and Password and if further security is activated, enter the Reason for deletion

Correct Issues with Receipt

Go to the patients' receipts page to delete / correct the payment which was incorrectly banked. 

Recreate Deposit Slip

1. Back to the Bank Slips page

2. Select the relevant Location and Bank Account to View

3. Bank Slips toolbar > Select from New Slip / EFTPOS / American Express / Diners Club

   1. Click CREATE or CREATE & PRINT

   2. Enter the original Date and Time of the bank slip 
      

Delete Dummy Slip

1. Still within the Bank Slips page, bring the dummy bank slip in view

2. Bank Slip toolbar > Delete current slip

3. Click OK on warning message

4. If security is activated, enter a Username and Password and if further security is activated, enter the Reason for deletion