Payment refund and invoice edit - Dentolize & Medicolize University

↩️ Refund a payment

Open the payment (from Finances → Payments or the invoice’s Payments tab) and click Refund Payment (1):

Choose the Payment Type and Treasury the money is given back from, enter the Refunded Amount (less than the payment for a partial refund) and click Confirm.

A refund can’t be undone. It creates an expense (type Patient Refund) for the amount and takes the money out of the treasury. The refund appears in your expenses and reports on the day of the refund.

✏️ Edit an invoice

Open the invoice and click Edit Invoice.

Before any payment: you can change everything: treatments, prices, discount, tax, insurance and required to pay.

After a payment: only the assigned users, date, ID, details, pre-authorization, branch and doctor can change. On the invoice you can still use Edit Discount, Add Operations and Remove from Invoice, as long as the total doesn’t go below what’s already paid.

To change prices on an invoice that has payments, delete (or refund) the payments first, then edit the invoice.

🧹 Release or cancel an invoice

In the edit form:

Release: writes off the unpaid amount. The invoice total becomes what was paid, and it’s marked as paid in full.

Cancel invoice: cancels the whole invoice, with a reason. Its treatments can be invoiced again, and if the patient paid you choose to refund the money or keep it as their balance. Invoices can no longer be deleted. See Cancel an invoice.

Every change is recorded in the invoice’s User Actions tab.