Client account management: Voiding payments

Estimated reading: 4 minutes

Posted payments, including change given, can be voided in cases of an entry error.

Before you start

Security

  • Client Account Payment

Setup

Important!

  • It is best practice to perform a void in the same daily period as the original transaction for ideal reporting. Voided payments are reflected as negative transactions in the daily period reports for date they were performed.
  • Voided payments are tracked to both the logged in user ID and Cashier ID, if applicable.
  • For Multi-Location Single Database (MLSD) configured practices, you must be logged into the practice that posted the original transaction to perform a void.

Void a payment on account

Navigate to either:

  • Client Account window > double-click specific payment.
  • Patient Clipboard > Account Information tab > double-click specific payment.
  1. Enter your cashier password, if applicable, and press the Tab key.
  2. Click anywhere within the payment row to highlight it. Click Void.
  3. Click OK to confirm the void.
  4. Click Post.
  5. Print receipt as needed.

Voiding a payment posted on an invoice

  1. Navigate to either:
    • Client Account window > Double-click invoice row > Payment
    • Patient Clipboard > Account Information tab > Double-click invoice row > Payment
  2. Enter your cashier password, if applicable, and press the Tab key.
  3. Click anywhere within the payment row and Ctrl + D. Note: There is not a void button when voiding from an invoice.
  4. Click OK to confirm the void.
  5. Repeat steps 2-3 for any additional payment entries attached to the invoice that need to be voided.
  6. Reenter correct payment information, if applicable.
  7. Verify ending balance information is correct.
  8. Click Save.
  9. Click Cancel to close invoice and return to the Account Information window.

Additional information

General

Integrated payments

A/R by provider

Related reports

  • Daily Deposit Report
  • Daily Payment Register reports
  • Itemized Audit Trail
  • Client Account History

Resources

Share this Page

Client account management: Voiding payments

Or copy link

Jump to:
Feedback