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Deleting an Invoice

Ryan
  • Updated
  1. Click on the Invoice (example, INV-3)
  2. If the invoice has been paid or partially paid, scroll down and click on the Transaction (example, TRN-123456).
  3. Click on the Delete Button in the bottom right corner and follow the instructions
  4. Click on the Invoice again (for example, INV-3)
  5. Click on the Delete Button in the bottom right corner and follow the instructions

*If the Invoice has an EOB on it, you must also delete the EOB

  1. Click on the Invoice (example, INV-3)
  2. Under the Claim section of the invoice, click on the Triangle to the right of the label Primary, Secondary or Tertiary 
  3. Click on the Three Dots on the Explanation of Benefits line
  4. Click Delete

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Comments

3 comments

Date Votes
  • Andrew Foster

    This does not work.   When I type delete and then I Understand, I get a circle with a red line.

    0
  • Ryan

    We have created a ticket foe this issue

    0
  • Jeannie Mundle

    Yes, I’m having the same problem. Can’t delete invoices. 

    0

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