Voiding Amounts vs. Deleting Invoices

Voiding an invoice is generally preferred over deletion for accurate record-keeping and documentation. A voided invoice remains in the system with a $0 balance, preserving a clear audit trail and ensuring financial transparency. In contrast, deleting an invoice removes it entirely. Voiding maintains data integrity while allowing for necessary adjustments. 

How to Void or Update an Invoice

1. Log in as Admin or Practitioner.
2. Click on the Patient's Icon and select the Patient's name. 
3. Go to Billing from the Patient's Profile.
4. Click on the Invoice number ( example INV-3).
5. Click on Transaction.
6. Click on the 3 Dots and then Edit.
7. Click on the Unlink Button to unlink the payment method.
8. Click on Delete and input " I understand."
9. Click on Invoice.
10. Click on Edit and Adjust the price to $0.00.
11. Click on Finish.

Important Note: While this article guides system functionality, it does not constitute financial or accounting advice. Please consult a qualified financial professional if that's needed.