An invoice that has been paid off, or partially paid off, cannot be deleted, but you can edit it to change the mistake.  This option is also often used if the insurer has paid more than the invoiced amount, by increasing the original invoice value to match the amount paid.

You effectively need to reverse the sequence used to create the invoice and receipt.

1. Select the patient and go to Financials.
   
   
2. Highlight the receipt and select Adjust > Unallocate Receipt
   This will change the Receipt to a PrePayment.  It does not alter the banking supplements.
   
   
3. Use the Edit button to change the amount on the invoice.
   If the invoice is to go to a different Party, you can change the amount in the original invoice to zero then create a new invoice to the correct Party and for the correct amount.
   
   
4. You can use the Prepayment in the patient's account to pay the new invoice or you can wait for the other Party to pay their invoice and then issue a Refund to the patient for the amount that their account is in credit.

If you are in any doubt about what you need to do to correct the transaction, please contact the Help Desk by emailing help@incisivesupport.com.  Please attach a PDF file of the Financial History Report for the patient(s) you are having difficulties with plus a description of what you are trying to do.

The Financial History Report for a patient is obtained from Transactions > Print > Financial History Report


Tags: wrong, receipt, paid, change, reverse