There may be instances where you need to delete an invoice for various reasons. Depending on how the invoice was paid, here are a couple of ways to do this.
Method One: Paid with Credit Card, Cash or Account Credit.
- Click on the Invoice (example, INV-3).
- If the invoice has been paid or partially paid, scroll down and click on the Transaction (example, TRN-123456).
- Click the Delete Button in the bottom right corner and follow the instructions.
- Click the Invoice again (for example, INV-3).
- Click the Delete Button in the bottom right corner and follow the instructions.
Method Two: Paid with Insurance
If the Invoice has an EOB, you must also delete the EOB.
- Click on the Invoice (example, INV-3).
- Under the Claim section of the invoice, click on the Triangle to the right of the label Primary, Secondary or Tertiary.
- Click on the Three Dots on the Explanation of Benefits line.
- Click Delete.
Important note: Practitioner's accounts cannot modify an invoice 24 hours after its creation; only the Administrator can.
Comments
3 comments
This does not work. When I type delete and then I Understand, I get a circle with a red line.
We have created a ticket foe this issue
Yes, I’m having the same problem. Can’t delete invoices.
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