How do I delete a payment from within the patient record?
💡 Top tip: In order to delete a payment, you must either have Permission Level 4 access or have 'Can delete payments?' turned on in your user settings. If you lack these permissions, contact a manager or administrator to assist with the deletion.
To delete a payment:
Navigate to the patient’s account screen.
Find the relevant payment, either in the 'Invoices' tab (if it is allocated to an invoice), or in the 'Payments' tab (if it is unallocated).
If the payment is already allocated to an invoice, you will need to unallocate it before you’re able to delete the payment.
Click the three dot menu to the right of the relevant payment.
Select 'Delete' to delete the transaction entirely - the patient’s balance will be adjusted accordingly.
If the delete icon is not appearing for invoices or payments, check the troubleshooting steps below.
📝 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.
Ensure browser cache is cleared and you're using updated account screens if issues persist with delete icons. In this case, you can:
Go to the patient's account screen
Record another payment for the negative amount
Allocate both payments together
Add a note explaining the correction