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Post by caitlin on Apr 4, 2014 11:21:18 GMT -6
Sometimes we enter an invoice the day after the day of service and we want to post all charges, discounts and payments on that day. It's nice that we can edit, change the date of service and all the billing codes are automatically updated to the new date. But if we've created discounts or applied one or multiple payments we have to go into each line and edit the date. After doing that, it kicks you out of edit mode, so there are a lot of clicks to go back in to update the next line. Some how to do a mass edit would be SO nice.
Thanks! Caitlin
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Post by brightwood on May 1, 2014 13:26:58 GMT -6
Similarly, I wish you could change the date of service while creating the invoice, without having to go back and edit it. Then, it should make the default payment date the same as the date of service, not today's date.
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Post by gracecrystalpm on May 1, 2014 14:10:01 GMT -6
I've done billing for a very long time before working for Crystal and honestly, I try not to edit the date if all possible and if I do have to edit a date, I make sure I do it within the same month. If it's outside that month, I DO NOT change the date and will only make notes. The reason for that is because once the month is over, the total amount of the reports should be the same any time I pull that report up for that month. If the dates start changing, it will change the amounts collected for the month.
My motto is all charges have to be entered on the actual DOS.... with that said, I do not recommend this but if you change the date on your computer, Crystal will recognize that as the date.... again... I do not recommend that.
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Post by caitlin on May 2, 2014 11:06:35 GMT -6
Hi Grace-
In our smaller office, our bookkeeper creates all the invoices and enters all the payments. If she's out or leaves early, she'll enter the previous day's invoices and need to change the date of service to the actual date. Or if a payment is run through later in the evening after she's gone home for the day, we have to have the date of the payment match the date it was run so we can successfully reconcile our deposit slips at the end of the month. I'm not sure how we could avoid this, unless we trained opticians and the doctor to create invoices and post payments which seems like a waste of time... when they should be doing what they're good at!
Thanks!
Caitlin
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