Firstly identify if your invoice is locked or not. If it has a padlock next to the invoice like the example image below 👇 then skip to how to delete a locked invoice...
How to delete an unlocked invoice?
Navigate to the patient's account tab
Click the bin icon to the right of the invoice
Invoices can only be deleted this way when it is not locked and when you are logged in as a user with the correct permissions to delete invoices. Ideally, an administrator but this can vary depending on how your security is set up.
How to delete a locked invoice?
An invoice will be locked if it meets one or more of the following criteria...
To delete the invoice as required we first need to unlock it, you can use the handy tooltip feature to hover your mouse over the padlock icon next to the payment to see the reason the invoice is currently locked.
Unlock an invoice with payments associated
In this scenario, the link between the payment and the invoice needs to be removed.
Locate the Payment associated with the invoice
Click the unlink icon by the green tick on the Payment
This will remove the tick and replace it with a question mark, indicating that the payment is now unexplained
If the invoice has been paid over multiple transactions you will need to unexplain all of the payments listed to unlock the invoice
You will then be able to delete the Invoice.
Unlock an invoice raised associated to a complete treatment plan
In this scenario, we need to re-open the treatment plan to delete the invoice.
Go to the history tab in the patient's chart screen
Find the treatment mentioned in the invoice and click the TP icon to the left
Once the treatment plan is displayed, click the Re-open treatment plan button.
Once the invoice has no associated payments and all of its contents are on open treatment plans, it will be unlocked and can be deleted, or amended as needed.