Voiding a payment removes the record of it, which is right for a typo and wrong for a real payment the patient wants back. Refund for the second case.

Void, don't delete

Payments are never deleted or edited. A payment recorded by mistake, against the wrong invoice, for the wrong amount or with the wrong method, is voided and, if money really changed hands, recorded again correctly. The voided payment stays in the record, struck through with its reason, so the day's takings and the audit trail still make sense.

Voiding a payment doesn't return money to the patient. It removes the record of the payment, so the invoice is owed again. If the patient actually paid and should get money back, refund instead.
1

Open the payment

From the Payments page, the invoice's Payment history, or the patient's Payments section. The receipt shows the patient, method, date, amount, notes and the invoices it was applied to.

2

Select the void option, give a Reason and confirm

The reason is required: A reason is required to void a payment. You'll see Payment voided.

A Payment receipt dialog showing patient, method, date and the invoice it paid, with a Reason field and Cancel and void buttons.
A payment receipt for $85.00 by card with the void confirmation open and a reason typed.

What voiding changes

  • Every invoice the payment was applied to goes back to owing that amount, and its status returns to Issued or Partially paid.
  • Any part of the payment that had become account credit is removed from the patient's credit.
  • A card payment voided here isn't refunded at the provider. Voiding records that the money wasn't really taken; to give money back, refund instead.

These can't be voided: a refund (A refund can't be voided), a payment that has already been voided, a payment on an invoice that has since been written off, and a payment on an invoice that has since been refunded (Refund the rest instead). Voiding needs the payment-management permission, which every role except Scheduler has.