Finding the Reason Rebate Items are Being Rejected
When scheduling invoices from the third party or government tab, sometimes claims may fail. The reason this has happened can be found by clicking on the small triangle next to the rejected claim. This has been illustrated in the example below.
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Category Items
The Category status is used to mark bill items to ensure only one item can be added per bill this is sometimes a requirement for third parties or rebate. To mark the bill items as Category, go to Administration - > Global Catalogue. Click the lock ...
Voiding a Rebate or Third Party Payment raised in error
To void a payment that was raised in error first go the Account Overview for the relevant account that the payment occurred on. Locate the payment on the grid, then right-click on it and select Void -> Void Transaction. This will open the Void ...
Sensitive Items
The text of selected bill items can be hidden from printed documents using the Sensitive Item flag. Marking Bill Items as Sensitive Bill Items can be marked as sensitive from the Global Catalogue, alternatively, while raising or editing the bill ...
Marking Bill Items as Disputed
When items have been sent to a Debt collector they can be marked as disputed which will prevent the item being shown on statements and the bill be shown as disputed on the payment screen. To mark a bill item as disputed item as open the bill and ...
Add Items to Price List
To add items to a price list, go to the Administration Tab and select [Catalogue Pricing]. Use the drop down to select the price list. Click Edit Lock. Set the Effective Date to the date you would like the item to be visible from. Double-click an ...