Invoices in Vision(X) can be deleted when needed. Please note that this can have some effect on billing.
Select an Invoice
When viewing a patient's profile summary, select the "Invoices" toggle to view a list of all invoices for this patient. Then click the number of the invoice that you wish to delete to open the invoice:
Review the Invoice for Billable Items
The "Invoice Items" box displays all billed line items on the invoice. If these items will not be billed, they can be removed from the invoice by clicking the ellipses and selecting "remove line item":
Execute Deletion
When the invoice has no billable items and the patient balance reads zero, click "Delete invoice":
An additional prompt will ask you to confirm your action. To preserve the invoice as numbered, click "Cancel." To delete the invoice, click "Confirm":
Success!
You will return to the patient profile summary, and the invoice is now deleted:
