Void Payment on Invoice

For information about voiding payments that were processed via RevPayments, please refer to RevPayments - Void Payment.

Applied payments cannot be edited. The payment must be voided and reapplied. If you have the incorrect amount, location, reference #, or date on the payment, you will need to void it. Payments cannot be voided in bulk.

Instructions

Void Patient Payment

1. Access Patients > search for and open the patient > Account.
2. Open the invoice > Payment History. 
3. Click the Void Payment icon. Note: If multiple payments have been made on the same invoice, the instructions must be completed for each payment. 
4. In the Void Payment modal, input Reason.
5. Click 'Yes.'

Void Insurance Payment

1. Access Accounting > Invoices > search for and open an Insurance Payer Type invoice > select Payment History.
2. Click the Void Payment icon. Note: If multiple payments have been made on the same invoice, the instructions must be completed for each payment. 
3. In the Void Payment modal, input Reason.
4. Click 'Yes.'

Additional Information

• To verify the payment has been voided, access Reports > Accounting > either "Deposits" or "Deposit Slip." 
• The payment search results within Accounting > Payments, only display confirmation that a payment has been applied, it will not display the payment's current status.