We had a person come in who wanted a quote - new patient. He was set up in our system. We created a quote and it looked great. When we printed the quote it added an addition line of "previous balance" with a $ equal to the negative of what the quote total was. ie: the bill would have been $277. The first line showed "previous balance -277. So the invoice total was $0. Is this a system problem or is it because we have something set up incorrectly? Anybody else having this issue?
I just checked and we are on the most current version. The issue still exists. Should I put this somewhere else to get this fixed? -Monica
I just checked and that's what is happening here too (4.2.12i). Quotes have been around for a while. Do you know that it hasn't been that way all along? It looks like they are creating an offsetting charge to cancel out the quote for reports. They have to account for it somewhere. Maybe they can change the invoice format for quotes so other balances aren't included?