After an invoice converts from open to posted status, additional transaction options become available to the user. This article explore how to apply a write-off to a line item on a posted invoice.
Select an Invoice
In the Patients tab, look to "Invoices" toggle in the information box near the bottom of the general summary. Click the number of any existing invoice that you would like to work with:
Write-Off Menu
Click "+ Add write-off" to open the write-offs menu:
The write-off menu will open from the right-hand side of your screen, with all invoice line items displayed. Select the item that you intend to write-off, then select either insurance or patient write-off. Next, select an applicable option from the drop-down "Write-off Reason" menu. When finished, click either "Save withour refund" to return the order without refunding the patient's payment, or click "Return and Refund" to return the item and
Success!
You will receive a message confirming that the write-off has successfully saved.