💡 Top tip: In order to delete a payment, you must either have Permission Level 4 access or have 'Can delete payments?' turned in your user settings.
How do I delete a payment from within the patient record?
To delete a payment:
Navigate to the patient’s account tab
Click the bin icon on the corresponding payment
If the payment is explained against an invoice and has a green tick, you will need to remove the payment explanation before you’re able to delete the payment.
Clicking on the link/unlink icon next to the tick will remove the explanation and return the invoice to unpaid.
You can then click on the bin by the unexplained payment icon to delete the transaction entirely and adjust the patient’s balance accordingly.
📝 Please note: If you have integrated Dentally with your Xero account, you will have the payment locking option activated, which prevents payments from being removed once the payment date has passed.