Flows/Cancel an invoice or mark it entered in error
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Overview
This flow describes how to cancel an invoice in Care, or how to mark it as Entered in Error.
Pre-requisites
- You open the page of the invoice that you want to cancel.
- The invoice is not Balanced, Cancelled, or Entered in Error.
- The invoice has no active payments recorded against it.
- The invoice has no active credit notes recorded against it.
- You have the permissions listed below.
Permissions
| Permission | Access |
|---|---|
| Can Write Invoice | Lets you cancel an invoice, or mark it as Entered in Error, soon after the invoice was created. Facility Admin, Admin, Staff, Doctor, Nurse, and Pharmacist hold this permission. |
| Can Destroy Invoice | Lets you cancel an invoice, or mark it as Entered in Error, after the facility's free-cancel window has passed. Facility Admin and Admin hold this permission. |
馃摑 Note
By default, the free-cancel window is effectively immediate. In most cases you need the Can Destroy Invoice permission.
Steps
1. Open the dropdown menu
Open the invoice page. Click the dropdown menu.
馃摑 Note
The menu does not show these actions when the invoice is Balanced, Cancelled, or Entered in Error.
2. Choose a reason
Select Mark as Cancelled to cancel the invoice.
Select Mark as entered in error when the invoice was raised by mistake.
3. Confirm the action
Confirm the action.
馃摑 Note
Care blocks this action if the invoice has active payments or credit notes. Resolve the payments and the credit notes first.
Expected Outcome
- Care sets the invoice status to Cancelled or to Entered in Error.
- Care reverts the charge items on the invoice to Billable.
- You can add the reverted charge items to a new invoice.
Related
- Concept: Concepts/Invoice