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payments_and_receipts:cash_register [2020/05/21 08:26] – [Cancellations for prescription payments] Gary Willetts | payments_and_receipts:cash_register [2021/04/26 15:10] (current) – [Viewing the cash register] Gary Willetts | ||
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{{ : | {{ : | ||
- | By default the window will show all of today' | + | By default the window will show all of today' |
+ | * **From and To date fields:** include only cash transactions that have an entry date between (and including) these 2 dates | ||
+ | * **Patient/ | ||
+ | * Patient/ | ||
+ | * Comment/ | ||
+ | * **Transaction type drop down list:** has All transactions, | ||
+ | * All these search fields are ANDed together so only cash transactions that match all of the filter values set will be shown in the list. | ||
Note that only // | Note that only // | ||
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{{ : | {{ : | ||
- | Add the **Name** of the person/ | + | Add the **Name** of the person/ |
+ | |||
+ | If you are searching for a patient, you can enter their surname followed by a comma and their first name (e.g. // | ||
3. Select the **Transaction Type** from the dropdown list: **Cash out** (remove cash) or **Cash in** (add cash) and enter the **Amount** of cash being removed or added: | 3. Select the **Transaction Type** from the dropdown list: **Cash out** (remove cash) or **Cash in** (add cash) and enter the **Amount** of cash being removed or added: | ||
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==== Cancellations for prescription payments ==== | ==== Cancellations for prescription payments ==== | ||
- | When a prescription is cancelled, any payment made against it is not automatically cancelled because the patient might give you the goods back but not receive a cash refund. However, a patient credit is created equal to the amount of the payment and assigned to the patient. This means the patient is refunded in credit, not cash. | + | When a prescription is cancelled, any payment made against it is not automatically cancelled because the patient might give you the goods back but not receive a cash refund. However, a patient credit is automatically |
- | If you really wish to refund cash to the patient, you need to find the patient credit created for them, cancel it and then go to the [[payments_and_receipts: | + | If you really wish to refund cash to the patient, you need to find the patient credit created for them, cancel it and then go to the cash register and enter a cash out transaction for the patient. This will appear as a " |
===== Printing a cash transaction report ===== | ===== Printing a cash transaction report ===== | ||
1. Click the **Print** button: | 1. Click the **Print** button: | ||
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| // Previous: | | // Previous: | ||
---- struct data ---- | ---- struct data ---- | ||
+ | pagestatus.status | ||
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