Take a charge, a discount or a waiver off a bill
Remove a charge that was added in error, or give a discount or waiver, with a reason that stays on the invoice.
- Where
- Practice portal
- Who can do this
- Administrator, Doctor, Midwife, Nurse, Reception and Staff
Nothing on an invoice is ever deleted. A charge taken off stays on the invoice marked as removed, with your reason, and what is owed goes down.
Steps
To remove a charge:
- Open the invoice from Billing, or from the visit.
- Beside the charge, choose Remove this charge.
- Type the reason in Reason for removing.
- Choose Remove this charge.
To give a discount or waiver, for colleagues who may correct money:
- Open the invoice and choose Give a discount or waiver.
- Choose Discount or Waiver.
- Type the amount. For a waiver you can leave it empty to waive all that is owed.
- Type the reason, and choose Give the discount or Waive it.
What to expect
A removed charge is marked Removed and is listed under Taken off with the amount and the reason. A charge cannot be removed if that would take the total below what the patient has already paid. Reverse the payment first.
A discount or waiver appears under Taken off too. The patient's bill shows the amount and the kind, and not your reason. These are recorded at the practice, so they need a connection.
Fees added for you
A service marked Put it on the bill in Settings is added when a patient is registered or a visit opens. If one is added by mistake, remove it as above.