Deleting an Invoice

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.

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 the Delete Button in the bottom right corner and follow the instructions.
4. Click the Invoice again (for example, INV-3).
5. 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.

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.

Important note: Practitioner's accounts cannot modify an invoice 24 hours after its creation; only the Administrator can.