Inventory - Transactions

Owned by Dylan Nigh
Last updated: Nov 07, 2023
1 min read

Inventory Transactions, such as charges and returns, are created in the Ledger in the same manner that procedure charges are posted:

  • Inventory Charges: Within the Ledger, select the Charges menu > New Charge and use the resulting New Charge Window to post the item as sold.

  • Returns: Select the item in the Ledger and select the Other menu > Return.

Items identified as "Consumed" in the fee schedule cannot be returned in MacPractice. They must be designated as "Sold" in order to be returnable.