Who this is for: All Barti users with access to patient invoices and billing.

In Barti, the Delete option on a charge, payment, or refund is sometimes greyed out. This is intentional — it protects records that are tied to money already collected or moved. Here's when each item can and can't be deleted, and what to do instead.

You can delete a charge unless a payment has already been applied to it. To delete the charge, remove the payment from it first, then delete the charge.

While a payment is applied, the Delete option is disabled and you'll see the message: "Remove all payments on this charge before deleting."

Whether a payment can be deleted depends on how it was taken:

Deleting payments also requires the appropriate billing permission. If you don't have it, the Delete option won't appear at all.

Stripe payments and refunds represent real money that has already moved. Deleting the record in Barti would not reverse the transaction, so these are reversed with a Refund rather than a delete. Manually recorded payments are bookkeeping entries only, so they can be removed once nothing else — a refund or a credit — depends on them.

Hover over the option to see the reason. The most common reasons are: the charge has a payment applied to it; the payment was processed through Stripe; or the payment has a refund or credit issued against it. Follow the steps above for each case.