Changing the Date or Payment Method on a Receipt

If a receipt was entered with the wrong date or payment method, you can edit the receipt to correct the information. This is useful for backdating receipts, correcting payment types, or updating records after a payment has been entered.

Editing a Receipt

1. Navigate to Financial > View Receipts.
2. Locate the receipt you want to edit.
3. Either:
   • Click the client's name to open the receipt, or
   • Click the gray dropdown arrow and select Edit.

Changing the Receipt Date

In the middle of the receipt, update the Date field to the correct receipt date.

This allows you to backdate a receipt if it was entered on the wrong day.

Changing the Payment Method

In the upper-right corner of the receipt, locate the Payment Type dropdown.

1. Click the dropdown.
2. Select the correct payment method (Cash, Check, Visa, Amex, etc.).
3. Save the receipt.

Understanding the Reference Field

Below the Payment Type dropdown is the Reference field.

This field displays the original payment method and can be edited if desired. Unlike the Payment Type field, the Reference field does not have a dropdown menu—you must manually type the payment method if you want to change it.

⚠️ IMPORTANT NOTE: It is up to each business whether they update the Reference field. Some facilities prefer to leave it unchanged so they have a record of the original payment method, while others update both fields so they match.

💡 QUICK TIP: If you want to keep track of receipts where the payment method was changed, update the Payment Type dropdown but leave the Reference field as the original payment method.

Viewing Payment Types on the Client Record

Both the Reference field and the Payment Type will appear on the client's Financials tab.

In the example below:

• The Reference shows the original payment method.
• The Payment Type shows the current payment method assigned to the receipt.

Common Use Cases

• Backdating a receipt entered on the wrong day.
• Correcting an incorrect payment method.
• Updating a payment from Cash or Check to a credit card.
• Keeping a record of the original payment method while reflecting the corrected payment type.