Delete a Statement/Invoice Batch
Deletion of a Statement Batch can only be deleted by a User with Admin permissions or one who has been given the permission by a Site Admin.
If you cannot review the Statement Batch within the day, delete the batch so it may be rebatched with the most recent Payments and amounts due.
If a Statement Batch has been uploaded, it cannot be deleted.
Delete a Statement Batch
- Select Admin on the left menu panel.
- In the Admin Functions panel, select the Delete Statement Batch button.
- Type or look up the Batch number to be deleted.
- Select Save or F2.
Related Articles
Statement/Invoice Profiles Setup
Statement/Invoice Profiles must be set up before Statements or Invoices can be batched. If the Statement Profile is selected as the Default, it will be attached to new Patients automatically. Other Statement/Invoice Profiles can be created to be used ...Access Statement/Invoice Batches
Access Statement/Invoice Batches Use the Navigation Search field Enter stb in the Navigation Search field and enter The Statement Batch History screen displays If you know the Statement Batch number, enter stb space and the statement batch number ...Statement/Invoice FAQs
Statement/Invoice FAQs Balance Forward on Statements/Invoices How do I show/exclude Balance Forward on Statements? How do I show/exclude Balance Forward on Invoices? Batch Why did a Statement not Batch? Statements/Invoices Troubleshooting Delete a ...Remove a Statement/Invoice from a Batch
Statements/Invoices can be removed from a Batch before uploading them. From Statements on the Left Side Menu, select the Batch number. Select View Batch Items. Check the box(es) to select the Statement/Invoice to be removed. Select the Remove ...Credit Memo: Invoice Corrections
On the Invoice Batch Items screen, the Credit Memo button can be used to correct inaccurately invoiced Encounters. This action will create a Credit Memo (Invoice) to send to the Employer/Attorney with the credit that was invoiced inaccurately. It ...