This guide explains how to void a payment for a patient. You may want to void a payment if it was entered incorrectly or created accidentally.These steps work for credit payments and credit refunds only, if you want to do a similar thing for invoice payments, follow ‘How to void or adjust an invoice payment’.
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Download PDFStep 1.
If a payment has been entered into Tidy incorrectly, and needs to be voided, click the view icon.
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Step 2.
This will open a side panel.
Click the void button.
Step 3.
This will open a pop up box.
Give a reason for voiding the payment- this will be shown in the voided charges and payments report.
Click Void payment.
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Step 4.
The payment is now void.
To see a patients voided payments, tick the “Include voided” checkbox on the payment history tab.
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Note: By refunding patients, you can never put them into debt, thus if credit has already been used, the payment cannot be voided. The credit must be for the financial receiver of the payment. If the patient has enough credit to void the payment under another financial receiver, you cannot void the payment.
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