Invoices can only be reversed when there are no allocations linked to them. Therefore any invoice you wish to reverse should appear in the 'Invoices and Credits' section of a patient record under the Unpaid tab.
The process to follow is:-
(If you know the invoice number involved, you can skip directly to step 5 by using the Advanced Search feature and in the Financial section, entering the invoice number)
- Find the patient
- Select Invoices & Credits from the sidebar
- Select the Unpaid tab from the banner
- Click the Show button next to the required invoice
- Confirm that there are no allocations to any of the items. If there are allocations, you will need to re-allocate those payments before proceeding
- Click the Reverse button just below the banner
- If configured in CareRight Administration>Global Settings, you will be required to provide a reason for the reversal.
- Click the Yes button to complete the process
