If you wish to cancel an invoice you have sent to a patient at any time before it has been paid, please follow these steps:
- On your dashboard view, click on the “Scheduled Revenue” card and search for the patient in question.
- Find the correct invoice and click on the “Transaction #”.
- Click on the “Cancel Transaction” button towards the bottom of the page.
- When prompted to confirm your selection, click the red “Yes, Cancel Transaction” button.
- The invoice will no longer appear in the “Scheduled Revenue” tab, and will be removed from the patient's portal view as well.