How To Change The Payment Method Of A Payment

If you have accidentally added a payment with the wrong payment method on Aerona e.g. A cash payment instead of a card payment you can easily rectify this by following the below steps:

Step 1 - Delete the payment that you accidentally put through

You can easily delete the payment by going to 'Patient' > 'Financial' > 'Payments' > Select X beside the payment that has the incorrect payment method. See below:

After you have selected the X icon you will then need to add in a note to confirm you would like to proceed with cancelling the payment. See below:

Please Note: If you cannot see the X icon located underneath the reject/cancel column this indicates that your user privilege is too low and you will need to contact a member with Admin access to cancel the payment for you.

Step 2- Add the payment again

The payment can then be put through again via the 'Patient' > 'Financial' > 'Overview' Screen > Select 'Payment' located just above the patient's balance. See below:

 

The payment dialog box will then appear.  Simply put through the payment as normal ensuring that the payment date, payment method, and the amount received is correct. Once you are happy to proceed select save to add the payment. See below: