Canceling an invoice

Canceling an invoice

If an invoice has been incorrectly created on a patient, they can be canceled and removed from their records.

Open the client card and click ‘acct summary’.

  1. Click on the invoice summary tab.
  2. Highlight the invoice from the list on the left.
  3. Click cancel invoice.

*Note, cancelling invoices will only work if NO payments or refunds are applied to it.