Flows/Cancel a charge item

flowbillingCARE 3.0+

Overview

This flow describes how to cancel a charge item in Care. You give a reason for the cancellation when you change the status.

Someone added the charge item, and its status is Billable.
If the charge item is attached to an invoice, that invoice is still a draft. You cannot cancel a charge item that is attached to an issued or balanced invoice. Cancel the invoice first.
You have the permissions listed below.

Permission	Access
Can Cancel Charge Item	Lets you cancel a charge item. Facility Admin and Admin have this permission.

Find the charge item in the list. Open the row menu on the charge item's row.

📝 Note

The status options are available only while the charge item's status is Billable.

Choose the status that gives the reason for the cancellation. Care shows these reasons:

Confirm the change. Care applies the new status to the charge item.

The charge item shows the new status.
If the charge item is attached to a draft invoice, Care removes it from that invoice.
Care updates the totals of that draft invoice.