Skip to main content
Short answer: in Settings → Permission Groups, open the user’s group and, on the Patients tab, tick Edit and Delete / Disable / Merge on the Invoices row (and Delete / Disable / Merge on the Payments row to delete payments).
1

Open the user's group

Go to Settings → Permission Groups and click the group the user belongs to (for example Reception).
2

Open the Patients tab

Find the Invoices and Payments rows. Edit and Delete only work if one of the View boxes on the same row is ticked.
3

Tick the boxes

Invoices → Edit opens Edit Invoice, where Release and Cancel invoice are. Tick Invoices → Delete / Disable / Merge to cancel invoices and Payments → Delete / Disable / Merge to delete payments.
4

Submit

Click Submit. The user logs in again to get the new permissions.
Saving a group logs out all its users, and the change applies to everyone in that group. To give it to one person only, create a new group with Copy from Group and move that user to it.
Click Test on the groups list to try the system with the group’s permissions, then Reset Permissions to go back.
Full guide: Users permissions settings

Still stuck?

Send us a message in System Chat inside Dentolize with a screenshot, and tell us which step didn’t work. Tip: next time, search this site first. Most answers take less than a minute.