You may need to delete an invoice in Genie at times if you have created an invoice in error.
Before you delete the invoice, it's worthwhile considering whether it's really necessary to do so. The majority of errors made while invoicing can be rectified without deleting records.
Delete any associated payments
Before you can delete an invoice in Genie, you will firstly need to delete any payments that have been made against the invoice.
See our article on deleting payments first before attempting to delete an invoice.
Delete an invoice
To delete invoices, your Administrator must have ticked the Allow Invoices to be Deleted preference in File > Practice Preferences > Practice Details.
- In the Patient list or the Appointment Book, highlight the patient's name and navigate to Billing > Account History;
- Locate and highlight the relevant invoice on the left;
- Click the trash can icon, then click OK to confirm you wish to delete the invoice;
- Enter a reason for deletion;
This note will appear in the Audit Report so it's important to make sure accurate reasons are recorded. If your practice uses generic usernames (e.g. nurse, reception), you should consider including initials as part of the reason for deletion
- Click OK.
The invoice will now be successfully deleted.