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Cancelling an Invoice

Overview

In this tutorial, we will review how to cancel an invoice.

Canceling an invoice will ensure it can never be closed and will be out of the list of pending invoices. This is our way of deleting invoices.

This process cannot be undone, so please be careful!

Estimated Time to Complete – 10 minutes

Instructions

Click the tabs below based on the version of the Wise Option software you need instructions on.

Video How-To

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Step-by-Step Guidance

Canceling a Miscellaneous Invoice:

  1. Open the invoice that needs an adjustment

  2. Click "Adjust Invoice" at the top right

  3. Confirm and click "Yes" when asked

  4. If you use Credit Allocations and the invoice was allocated, this automatically de-allocates the invoice.

  5. The invoice is now Pending and ready for adjustments. It is important to note that while an invoice is Pending, it is NOT on the customer account.

  6. Decide what should happen with any procedures present on the invoice.

    1. If you wish for these procedures to return as unbilled procedures on the patient file, proceed with canceling the invoice by clicking "Cancel Invoice:

    2. If you wish for all procedures to be deleted, please click "Clear Invoice" and then "Cancel Invoice."

Canceling an Inpatient Invoice:

  1. Open the invoice that needs an adjustment

  2. Click "Adjust Invoice" at the top right

  3. Confirm and click "Yes" when asked

  4. If you use Credit Allocations and the invoice was allocated, this automatically de-allocates the invoice.

  5. The invoice is now Pending and ready for adjustments. It is important to note that while an invoice is Pending, it is NOT on the customer account.

    1. The patient has NOT been discharged yet

      1. Decide what should happen with any procedures present on the invoice.

        1. If you wish for these procedures to return as unbilled procedures on the inpatient record, proceed with canceling the invoice by clicking "Cancel Invoice:

        2. If you wish for all procedures to be deleted, please click "Clear Invoice" and then "Cancel Invoice."

    2. The patient has been discharged

      1. By canceling the final invoice for an inpatient record, the record will automatically return to Unbilled HR Records.

        1. If this inpatient record was made in error, please edit the invoice instead, change its ownership to a test customer, and close the invoice.

Canceling a Frozen Storage Invoice:

  1. Go to the customer account for which the invoice is on

  2. If using Credit Allocations, you must de-allocate the invoice first

  3. Highlight the invoice record and click "Cancel Event."

  4. Click Yes when asked if you'd like to open the pending invoice.

  5. Click "Cancel Invoice"

  6. Please note that this does not edit the frozen record in inventory. If the embryo or semen should not be charged in the future, please go to that record and adjust accordingly.

Canceling All Other Invoice Types (Ambulatory, Outpatient, Show, Dispensed, OTC, Herd Work):

  1. Open the invoice that needs an adjustment

  2. Click "Adjust Invoice" at the top right

  3. Confirm and click "Yes" when asked

  4. If you use Credit Allocations and the invoice was allocated, this automatically de-allocates the invoice.

  5. The invoice is now Pending and ready for adjustments. It is important to note that while an invoice is Pending, it is NOT on the customer account.

  6. Click "Cancel Invoice"

Resources

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