How to Void an Invoice

  • Updated

You can void an invoice when a transaction was entered incorrectly, created by mistake, or is no longer needed. This article explains how to find and void an invoice in Juvonno.

 

When To Use This

Use this article when:

  • An invoice was created by mistake
  • A duplicate invoice was created
  • A transaction was entered for the wrong patient
  • A transaction was entered incorrectly and should be cancelled rather than corrected

 

💡 Tip: Before voiding an invoice, make sure you have selected the correct patient and invoice. If you only need to correct information on the transaction, you may not need to void it.

 

Permissions 

  • User Type access to Void Invoices 
  • Access to one of the following areas:
    • Transactions
    • Patient Profile > History > Invoices
    • Accounting > Invoice Search

Contact your clinic administrator if you don't have the required access.

 

Voiding an Invoice 

You can void an invoice from several places in Juvonno:

  • Transactions tab
  • Patient Profile > History > Invoices
  • Accounting > Invoice Search

The process is the same from each location. The example below uses Accounting > Invoice Search.

  1. Go to Accounting

  2. Select Invoice Search

     

 

  1. Enter the information you have to find the invoice 

    You can search by invoice number, patient name, date range, or other available search criteria.

     

 

  1. Hit Enter 

 

 

💡 Tip: Check your date range if the invoice is not showing up 
  1. Click the menu icon next to the invoice 
  2. Select Void Invoice

 

 

Result 

The invoice is voided and is no longer treated as an active transaction. 

 

Things to Know 

  • Voiding should generally be used when a transaction needs to be cancelled 
  • Your ability to void an invoice depends on your User Type permissions
  • Any payments attached to the invoice will also be voided

 

Troubleshooting 

I don't see the Void Invoice option

  • You may not have the required permissions to void the invoice
  • Contact your clinic administrator to confirm that your User Type has the necessary access
    • Admin Level 2 only: 
      • To update the User Type: 
        • Go to Settings > Staff > User Types 
        • Open the relevant User Type
        • Under Accounting, find Void Invoices and set to Granted 
        • Click Save 

I can't find the invoice I want to void

  • Review your search information
    • Patient name
    • Invoice number 
  • Review your search filters 
    • Make sure your date range covers when the invoice was generated 
    • Make sure you haven't limited invoices by status (i.e., Receivable, Paid, and Void should all be unselected)  

 

 

 

 

 

 

 

 

 

 

 

 

 

 

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