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Edit a Payment (Procentive)


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  • Updated

Overview

How to change payment information (i.e. amount, reference, posting date), for a payment that was previously saved.  
 

Edit a Payment

  1.  Go to Payments Module.
  2. At the top of the screen, change the drop-down View to Payments.
    • The screen will refresh.
  3. Locate the payment you would like to change.

NOTE:

  • Tips for searching:
    • Use the Show drop-down to specify third party & Gov't, Private Pay Only or All.
    • Use the search box at the bottom of this screen to search for the client or payer.
    • You may need to uncheck the Show Last 90 Days. 
  1. Double click on the payment line (where there is not a blue link) you would like to change.
    • A Payments Window will open
    • The top section of this screen shows the payment information. 
  2. Click the edit link in the top section.
    • A window will open where you can edit details.
  3. Apply the necessary changes.
  4. Click Save.
  5. Close the Payments Window.

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