Mistakes happen, and we totally get that! That is why we make deleting an incorrectly made Invoice a breeze! 🤓
There are two places in Clerk where you can delete an Invoice: from the Invoices tab at the top, and the Invoices section under the Financial's tab in the Patient Profile! Simply locate the Trashcan Icon under the Actions column on the far-right of each section.
The Invoice Tab:
The Invoices Section under the Financial's Tab:
✨NOTE:✨ If you do not see the Trashcan Icon, there are two things that you should check:
Does the Invoice have a payment taken?
Does the Appointment-Associated Invoice still have the Services added in on the Line Items tab of the Outcome Screen?
Clerk wants to make sure your patient finances are accurately tracked, which is why any Invoice with a payment taken will remain in Clerk (even if a chargeback has been submitted). Clerk also intuitively knows if a blank Invoice still has Services added on the Line Items tab on the Outcome screen:
Once that Line Item has been deleted, you should be good to go to delete the Invoice!
We love a good decluttering! 💙