You cannot delete a fee if there is a claim history connected to it, for audit purposes. If you do need to remove a fee with claim history from an invoice, you can opt to void the fee instead, which hides the fee from the invoice and removes it from your patient’s balance.
Tip
Voiding a fee is also a good way to retain a record of an invoice (such as for cancelled appointments) without it affecting your Unpaid Invoices report or your account reconciliation.
Voiding a fee is different from deleting it or writing it off.
Voided fees are:
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Hidden from an invoice
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Not included in the invoice total amount
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Not included in the Unpaid Invoices report
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Not included in the patient’s outstanding fee balance
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Tracked separately from written-off fees and invoices
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Recorded only in the invoice settings
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Allowed to be unvoided
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Open the invoice.
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Next to the fee, click the
bin icon.
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In the Remove Fee pop-up, select Void to hide the fee from the invoice.
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Click Save.
The fee is now hidden from the invoice. When you unlink the appointment from the invoice, you can then delete the invoice.
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