You can cancel and correct invoice payments if Enable payment cancellations is selected in Clinic Location Finance Settings and you have the Cancel payments user permission. For more information, see Overview of Invoicing and Payments.
Alternatively, you can also cancel or correct payments on the invoice page.
Cancel or Correct a Payment Using a Credit Note
Select the Credit note button at the bottom of the invoice page.
In the Credit note dialog, select Correct payment methods.
In the Correct payment methods dialog, you can cancel or edit the invoice payments:
To cancel a payment, select Cancel in the Action column. You can change the date if required and add information about the action. This information will be shown on the invoice row that shows the canceled payment.
To correct a payment, select Change in the Action column. You can edit the sum, select a new payment method and add information about the action. This information will be shown on the invoice row that shows the changed payment.
For those payments that do not need to be canceled or changed, select No action.
Select Continue. The canceled or changed payment is added on the invoice page under Payments where the whole history of payments is shown for accounting purposes (the change history is not included on the invoice printout).