Flows/Cancel a payment or mark it entered in error

flowbillingCARE 3.0+

Overview

This flow describes how to cancel a payment or mark it entered in error. Care recalculates the account balance after you confirm.

Permission	Access
Can Write Payment Reconciliation	Lets you cancel a payment or mark it entered in error soon after you record it. Facility Admin, Admin, Staff, Doctor, Nurse, and Pharmacist have this permission.
Can Destroy Payment Reconciliation	Lets you cancel a payment or mark it entered in error after the facility's free-cancel window ends. Facility Admin and Admin have this permission.

📝 Note

By default, the free-cancel window is effectively immediate. Most users need the Can Destroy Payment Reconciliation permission.

Open the payment that you want to cancel or mark entered in error.

Choose one of these actions:

Action	When to use it
Mark as Cancelled	The payment does not apply anymore.
Mark as entered in error	You recorded the payment by mistake.

📝 Note

On the payment detail page, press c for Mark as Cancelled. Press e for Mark as entered in error.

Confirm the reason that you chose.