Clicking on a TXN ID for any payment in the Search Results section of Transaction Search (Reports > Transaction Search) opens the Transaction Details.

On Transaction Details, you can:

• Void/refund payments (the button changes based on the settlement status)
• Recall receipts to print or send.
• Post payments to your practice management system (PMS)

See the following resources for more information:

• Articles
  • Post Payments from Transaction Search (Click-to-Post)
  • Viewing Posting Status and Details
  • About Online Payments (Balance Collect) Reporting and Posting
• Video
  • Posting Payments with Click-to-Post