Viewing Customer Transactions

Use the Transactions tab in Material Orders to view a list of the patient’s previous transactions, including sales, payments, refunds, and returns.

You can reprint transaction reports such as invoices, miscellaneous payment reports, and return/refund reports from the Transactions tab. For more information, see Reprinting Transaction Reports.

You can also view transactions associated with a specific order by selecting View Transactions in the Action drop-down menu on the Invoiced tab in Material Orders. For more information, see Viewing a Patient's Invoiced Orders.
  1. On the left side of the Demographics screen, click Material Orders.
  2. Click the Transactions tab.

    The Transactions tab displays a list of all the patient's transactions.

  3. The office number associated with each transaction is displayed in the list. If you do not want to view the office numbers, deselect the Show Office Number check box.
  4. To view transactions for all patients associated with the same responsible party as the current patient, select the Show All Family Members check box. This feature is available only if you have Family Checkout enabled in Administration.
  5. To sort the list, click the Transaction #, Payment ID, Transaction Date, Associate, or Order # column heading. You can also sort by Office if you selected the Show Office Number check box, and by Patient, if you selected the Show All Family Members check box.
  6. To search for a transaction, enter the order number associated with the transaction in the Search transactions by order # text box and click the magnifying glass.

    The list updates to display only those transactions associated with the order you entered, sorted by Transaction #. To return to the full list of transactions, click Clear.

  7. To view the details of a transaction, click the green arrow to the left of the Transaction #. Details shown vary by the transaction type.
    • For Payment, Refund, Miscellaneous, and Old System Refund transactions, the payment history displays.
    • For Sales, Return, Remake, Adjustment, Void, Old System Balance, Old System Return, Merch. Drop, and Reinstate Drop transactions, the following information displays, as appropriate:
    • Collections and Refund Customer Credit transactions do not have any details to display.
  8. To view the Ledger screen for a transaction, click the Order # link.
    The Ledger view is not available for Old System Balance and Old System Return transaction types.