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Void Receipt - Cal-PM

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Void a receipt, or refund payments for a receipt. This reverses payments posted for the receipt. Charges are applied to the client account.

Prerequisites:

  • A receipt must be defined in the Receipt Definition form.
  • A receipt must be generated in a remittance processing form.
  1. Go to: Avatar PM > Billing > Remittance Processing > Void/Transfer/Re-Print Receipts > Void Receipt
  2. In the Client field, enter the client, select Search and the corresponding entry.
  3. In the Receipt Number field, select the receipt number.
  4. The Amount Posted field displays the amount paid for the receipt.
  5. In the Lock Down Date field, enter the date the receipt was finalized.
  6. In the Transaction Date field, enter date the receipt was voided.
  7. In the Use Default Void Receipt Posting Code field:
    • Select Yes to apply the voiding posting code associated with the payment posting code (in the Void Receipt Posting Code field of the Posting/Adjustment Codes Definition form).
    • Select No to choose a different posting code (in the Posting Code field).
  8. In the Posting Code field, select the code.
  9. Select Submit.