Cancelling invoices

If an invoice is incorrect, you cannot add procedures to or remove procedures from it individually, but you can cancel it. A cancelled invoice remains on the Ledger for your reference, but the corresponding procedures are not attached to that invoice so that you can create new invoices for any of those procedures.

Note: You cannot cancel an invoice if the procedures associated with that invoice are also included on a claim; you must delete the claim first.

To cancel an invoice

How to get there

1. Use the Patient Search box to access a patient's record.

   Notes:

   • If the last patient record you accessed since you last logged on is the correct patient's record, you do not need to re-enter the patient's name in the Patient Search box.

   • You can include inactive patients in the search results by setting the Include inactive patients switch to On.

2. Do one of the following:

   • On the Patient menu, under General, click (or tap) Overview. The patient's Overview page opens. Click (or tap) the Ledger box.

     

   • On the Patient menu, under Financial, click (or tap) Ledger.

   The patient's Ledger page opens.

1. On a patient's Ledger page, click (or tap) an invoice.

   

   The Invoice Details dialogue box appears.

   

2. Click (or tap) Cancel Invoice.

   A confirmation message appears.

3. Click (or tap) Cancel Invoice.

Related Topics

• None

Related Errors/Questions

• None