How to Delete a Payment on an Invoice

  • Updated

 

There are 2 places you can delete a payment within the patient profile.

1. Deleting a payment from the Patient Profile Payments & Adjustments tab

2. Deleting a payment from the Patient Profile Payments tab



1) Deleting a payment from the Patient Profile Payments & Adjustments tab

Navigate to Patient Profile > History > Detailed Billing Tab, click the icon to the left and select View Payments & Adjustments.

 

 

On the next popup click the icon to the left of the item and select Delete payment.

 

 

You will be prompted to confirm you want to delete the payment. Select OK and the payment will be deleted.


 

 

2. Deleting a Payment from the Patients profile Payment tab:

Navigate to Patient Profile > History > Payments tab.

 

 

Click the View icon to the left of the item.

 

 

You will get the Payment Details popup where you will have an option to Delete the payment.  Select Delete.  The item will be deleted.

 


Note:
Deleting a payment will remove it from the invoice and void the payment. Voided payments can be found in Patient Profile > History > Payments using the Show Voided Payments filter.

 

 

 

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