💡 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/allocated 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/unallocated 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.