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Billing: How To Restore a Deleted Ledger Item

Claire Frank
  • Updated

Manually added charges, credits, and payments that have been deleted from a payer's ledger can be restored through the Audits tab on their billing record.

Who can access this feature?

Admin Account Types: System Admin, Admin, and Users
Permissions: Financial

💡Quick Answers

  • How do I find and restore a deleted item? Go to the payer's Billing tab > Audits sub-tab, locate the deleted item (shown in red with a Deleted On date), click the restore icon, optionally edit the item, then click Preview and Repost.
  • What types of ledger items can be restored? Only manually added charges, credits, and payments; system-generated ledger items cannot be deleted or restored.
  • What happens if I restore an item without editing it? It is added back to the ledger exactly as it was before, with the same category, amount, and date as the original entry.

In this article

How To Restore A Deleted Ledger Item

Please note: Only manually added charges, credits, and payments that have been deleted can be restored. You can not delete or restore any ledger items added by the system.

To begin, you'll need to be on the Audits tab of the parent/payer's record. The Audit tab is located within their Billing tabs.

Example Audits tab.
  1. Locate the item that was deleted. Deleted items are listed in red and will have data within the Deleted On and Deleted By columns. Example Audits tab showing the reverse button.
  2. Select the restore icon: Restore icon next to a deleted charge.
  3. In the Charge Details dialogue box, you can edit the item, if needed. When you are ready, select Preview to proceed.
    Edit dialogue box that appears when restoring a deleted item.
  4. If everything is correct, select Repost to restore the item to the ledger. You can also select Previous to go back a step, or, Close to cancel.
    Confirmation page for the resore item pop-up box.

Ledger Behavior

If you don't make any edits to the item when restoring it, it will be added back to the ledger exactly as it was before. The item will be re-posted with the same category, amount, and date as when it was originally added to the ledger. 

A restored charge will not look any different than it did before it was deleted:

An legder item that has been restored.

After an item has been restored, you can still edit or delete it from the Ledger, if needed.

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