Voiding a Transaction

You can void a transaction if it has not yet been settled.

Note:  Debit card transactions are settled immediately.

To void a transaction:

  1. In a patient's ledger, right-click on the payment you want to void and select Delete.

  1. Click OK.  The Undo Payment window is displayed.

  1. Click Submit.  The Void Successfully Completed window is displayed.

  1. Click Finished.  A message asks if you want to print a receipt.

  1. Click Yes.  The receipt is displayed.  The receipt can be saved, printed, or emailed as a PDF file.

 

Related Topics

Using a Device

Manually Submitting a Payment

Using the Last Card Used

Issuing a Refund