Instructions

1. Go to the Patient’s Profile > Billing > Credit Memos.
2. Click View to the right of the credit memo you want to delete.
3. If the credit memo has been applied to one or more invoices, click Unapply to the right of each invoice. Repeat until the credit memo is fully unapplied.
4. Click the red Delete button.

Deleting Part of a Credit Memo

If a credit memo was partially applied to invoices and you only want to remove the unapplied portion, you’ll need to delete the original credit memo in full and recreate it for the applied amount.

Here’s how:

1. Go to the Patient's Profile > Billing > Credit Memos.
2. Click View to the right of the credit memo you want to partially delete.
3. Click Unapply to the right of each invoice the credit memo has been applied to. Repeat until the credit memo is fully unapplied.

4. Click the red Delete button to delete the original credit memo in full.
5. Create a new credit memo for the amount that was applied to invoices.
6. Apply the new credit memo to those invoices.

What to Expect

After you click Delete, the credit memo is permanently removed from the patient’s profile. If the credit memo had been applied to invoices, those invoices will show a balance owing. You can then collect payment directly from the patient or remove the invoices if they are no longer needed.

Important Notes

• You cannot delete a credit memo that was created through a gift card balance transfer.
  • If you need to remove credits from a gift card transfer, see our guide:How to Remove a Credit Memo from a Gift Card Balance Transfer.
• Only staff with Full Access and above can unapply a credit memo from an invoice. Once unapplied, any staff member can delete it.
• Deleting a credit memo is permanent and cannot be undone.

Related Guides

• How to Remove a Credit Memo from a Gift Card Balance Transfer
• How Do Credit Memos Appear on Reports in Jane?
• Credits and Owings - Investigating