Deleted Payment Log
The Deleted Payments Log will capture all data surrounding the removal of a cash, check, credit card (manual), or client credit as payment on an appointment.
The report will help identify theft within the clinic. The only time a payment should be deleted is to correct a mistake. Deleting or voiding payments should be an uncommon action within a clinic and must be restricted to authorized users based on their specific roles. Learn more about User Roles and how to set up permissions for each role, HERE.
Accessible through the Accounting section, this report tracks activities related to appointment financials, specifically focusing on any actions involving the deletion or voiding of payments. In Clinic HQ “delete” and “void” terms are used interchangeably and both refer to the removal of a payment.
The log shows important details such as the date and time of a payment deletion, the amount, payment type, related appointment, and the user who performed the action. This helps improve security and accountability, protecting your clinic against fraud and mistakes. You can also export the log to Excel for further review or record-keeping.
