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  • Admin Scheduler Help

  • Getting Started

    • Getting Started Checklist

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    • Add Practitioner Bios to Patient Portal

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    • Blocks

    • Saving Block Styles and Using Them

    • Scheduling an appointment

    • Checking In

    • The Checkin Transaction

    • Check in without recording a transaction

    • Canceling Appointments

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    • Text message appointment reminders

    • Text Reminders: Codes Key

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  • Patients

    • The Open ACU Patient Portal

    • Creating New Patients

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    • Printable Transaction Statement for a Patient

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  • Transactions

    • Recording the check-in transaction

    • Editing a transaction

    • Recording a transaction without a check-in

    • Reversing a Transaction

  • Tokens and Credits

    • Tokens and Credits Overview

    • Using tokens and credits for payments and fees

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  • Taking Credit Cards

    • Start Taking Credit Cards

    • Adding a Patient's Credit Card

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    • Issuing Refunds with Stripe

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    • Reader Unreachable?

  • How Open ACU Referrals Works

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Admin Scheduler Help
Transactions

Transactions

How to record and edit transactional information.

Recording the check-in transaction

All transactional information related to an appointment can be recorded when you check in a patie...

Editing a transaction

In Open ACU you cannot edit transactions, checkins or otherwise. To edit a transaction you’ve al...

Recording a transaction without a check-in

To record a transaction that isn’t connected with an appointment, you’ll use the Purchase Transac...

Reversing a Transaction

Sometimes you create a transaction and there was an error or the credit card failed. In Open ACU ...

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Created 4 years ago by Alexa Hulsey
Updated 9 months ago by Alexa Hulsey
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