Void or write off an invoice

Voiding and writing off — what's the difference?

Both remove an amount from what's outstanding, but they mean different things. Void is for an invoice that shouldn't have existed — raised by mistake, or for the wrong patient. Write off is for a real, correctly billed invoice where you've accepted the balance won't be paid.

	Void	Write off
Use it when	The invoice itself was a mistake.	The invoice is correct, but the balance won't be collected.
Available when	The invoice isn't already Paid, Void, or Written off.	The same, and only if there's still a balance outstanding.
After it's done	The invoice is locked as-is and no longer counts.	The invoice is locked as-is, with the written-off amount recorded for your accounting history.

Void an invoice

Open the invoice and choose Void near the bottom. Once voided, the invoice is locked — its line items and payments can't be changed — and it no longer counts toward what the patient owes.

The Void button on an open invoice.

Void can't be undone Once an invoice is void, you can't edit it back. If you voided the wrong invoice, create a fresh one rather than trying to reopen it.

Write off an invoice

Write off only appears when the invoice still has a balance outstanding. Choose Write off, confirm the amount, and the invoice is locked with that amount recorded separately from what was actually paid.

Confirming a write-off for the outstanding balance.

The invoice clearly shows it was written off, along with the amount, so anyone reviewing it later understands what happened rather than assuming it was simply paid.