❗️Note: If any payment was processed or attempted, you will not be able to delete the invoice.
To Delete a Draft Patient Invoice:
Navigate to the patient profile
Click on Invoices
Click on the invoice you want to delete
If the payment was voided, OR the payment was not processed or attempted, you can click 'Delete'
Voiding and Deleting an Issued Invoice That Doesn't Have Any Payment History
Once an invoice has been voided, you may be given the option to delete the invoice. If you delete a patient invoice, it will permanently remove it from your records.
Navigate to the patient profile
Click on Invoices
Click on the issued invoice you want to delete (reminder this invoice cannot have any payment history)
Click "Other" in the top right-hand corner
Select "Void", then "Void" again in the window that pops up.
Refresh your page and in the bottom right-hand corner click the "Delete" button