How to Void an Invoice from the Client Card

This article covers the process of voiding an invoice from the client card.

Step 1: Navigate to the Client Card

Start by logging in to your Pabau account using your login credentials. Then navigate to the Search bar at the top of the page and proceed to type at least three letters of the client's name. Pabau will filter the results as you type.

Step 2: Switch to the Financials Tab

After selecting the client, in the client card you will find the "Financials" tab. This tab contains a record of all payments made by the client.

Step 3: Locate the Invoice

In the Financials tab, you can access the "Invoices" sub-tab, where all raised invoices are listed. To void the invoice, locate the specific invoice and click on its number to view all associated details.

Step 4: Navigate to "Options."

On the Edit Invoice page, hover over the "Options" button in the top right corner. A few options will be revealed, listing the actions you can take with the invoice, one of which is "Void."

Step 5: Confirm Voiding Invoice

Once you select "Void" you will get a prompt in which you need to click on "Void Invoice" to finalize the action.

You can find voided invoices under the "Voided" sub-tab in the Financials section.

 

By following these instructions, you will be able to void the invoice from the patient records.