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Deleting a Payment from the account tab
Deleting a Payment from the account tab

How to delete a payment in a patient's record?

Shelley Withington avatar
Written by Shelley Withington
Updated over a week ago

How to Delete a Payment in Dentally...

You can delete a payment by following these steps:

  • Navigate to the patient’s account tab

  • Click the bin icon on the corresponding payment

  • If the payment is explained against an invoice and has a green tick, you will need to remove the payment explanation before you’re able to delete the payment.

  • Clicking on the link/unlink icon next to the tick will remove the explanation and return the invoice to unpaid. 

  • You can then click on the bin by the unexplained payment icon to delete the transaction entirely and adjust the patient’s balance accordingly.


Deleting a payment linked to a bundle

To delete a payment linked to a bundle, you'll need to delete the bundle. To do this, on the payment line you'll notice a green briefcase icon if the payment is included in a bundle.

Click on this icon to take you to the bundle and from here, you'll be able to delete this. Important note: Before deleting a bundle, if you want to recreate this, make note of the date the bundle was run for.


Payment Locking

Please note, if you have integrated Dentally with your Xero account, you will have the Payment Locking option activated, which prevents payments from being removed once the payment date has passed.


Trouble deleting a payment...

In order to delete a payment, you must either have Permission Level 4 - (Administrator) access or have "Can delete payments?" set in Settings > Users > Security.

delete payments

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