If a payment has failed and you want to stop a future payment on it:
Navigate to the patient's profile
Click on 'Invoices' and click into the one that you want to stop
At the top left, you'll see the option to 'Stop Retrying'
Once you click that button, Hint won't attempt to charge the patient for this invoice.
If autopay was enabled when the invoice was issued, the payment is already scheduled. Disabling autopay does not retroactively cancel these scheduled payments.
If a payment has been scheduled to run on a future date and you want to stop it from running on that date:
Navigate to the patient's record.
Click on their 'Invoices' tab and open the invoice you want to unschedule payment for.
Click Edit Scheduled Payments'.
Click the trashcan icon do delete the scheduled payment.
Save the changes by clicking 'Save Scheduled Payments'.
To ensure no unintended charges occur, review all issued invoices and manually unschedule any payments that were automatically scheduled while autopay was enabled.
The invoice will now remain with a balance until action is taken. Additionally, it is recommended to review the patient's billing history after making changes to autopay settings to ensure no unintended charges are scheduled.