Delete (reverse) an Invoice

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An invoice can only be reversed once the associated receipt and claim is removed. Reverse them, then follow these steps. 

  1. Go to Patient Records > Invoices tab

  2. Highlight the Invoice to reverse

  3. Press the Reverse Invoice icon 

  4. If security is setup, enter Username, Password and Reason

To see reversed details from the patients file, place a tick in Show Reversed Records. 

Reverse a Receipt

Reverse a Claim

Setup Reversal Feature

Set Security on Modules/Features/Actions

Set Security Permissions

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