Cancel an Invoice without Refunding
This article explains how to cancel an invoice without issuing a refund. Ideal when a service has been canceled or rescheduled and the funds are to remain with the clinic.
⚠️If a patient cancels an appointment online, any attached invoice will be automatically refunded. To prevent this, set your clinic policies to require patients to call for cancellations.
Step-by-Step
1. Click on "Financials"
2. Click on the invoice ID that needs to be cancelled.
3. Click "Cancel Invoice"
4. Type in 0 if you don’t want to refund any payments, and click "Continue"
5. Although you're not actually refunding anything, click "Refund" to confirm the cancellation with zero refund issued
6. Click the arrow to return to the previous screen
7. Back in the invoice overview, you’ll see the invoice listed with the updated amount and status.
Was this article helpful?
That’s Great!
Thank you for your feedback
Sorry! We couldn't be helpful
Thank you for your feedback
Feedback sent
We appreciate your effort and will try to fix the article