Delete an Invoice
Client invoicing in TherapyZen all takes place on the ledger section of a client record. Invoices can be created manually or with the help of using the Appointment Checkin process available on the TherapyZen Dashboard.
Here's a short list of things you can do in the client ledger; Create an Invoice, Process Payments, Issue Credits, Create Write-Offs, Print Invoices, Create Superbills.
The Client Ledger
1. Getting started
Navigate the the client record that you would like to create an invoice for.
2. The client ledger
Locate and click the Ledger tab on the client record.
3. Select an open invoice to delete
Locate the open invoice you would like to delete and click the 'Edit' button for that invoice.
4. Delete the invoice
Click the red Delete Invoice button to remove the invoice from the client's ledger. Any services on that invoice that were generated by an appoitment will be returned to the 'Service to be invoiced' grid.