Void or credit an invoice
Cancel an invoice, or reduce what is owed.
Open the invoice and click Options. Choose the action that matches what you need: a void cancels the whole invoice, while a credit note reduces it and keeps the original on record.
Void an invoice
Click Void, read the summary and click Void Invoice. This happens next:
The invoice moves to the patient's Voided tab and can no longer be edited.
Payments are reversed and must be recorded again if still needed.
The balance adjusts automatically, and the audit log keeps a record.
Any linked treatment plan is cancelled.
Voiding is permanent. Payments taken on the card terminal cannot be voided, so refund those instead.
Write a credit note
Click Credit note (write off).
Choose a CREDIT NOTE REASON and check the date.
Tick the items to credit and set each amount.
Click Create credit note.
The credit note gets its own number and shows a Credit chip.
Up next
Next, read Set up a deposit policy.