How to Cancel an Invoice without Refunding

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.

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.