How to Delete a Payment or Invoice in DocVilla

Steps to Delete a Payment/Invoice

You can delete an invoice in DocVilla under specific conditions. Follow these steps:

Log In to the Dashboard
- Open your EHR system and log in with your credentials.
Access the Patient Profile
- Navigate to the Patient tab and select the specific patient’s profile.
Go to the Payments Tab
- In the patient profile, click on the Payments tab.
Find the Invoice in Charges
- Under Charges, locate the session charge marked as Balance Due.
Delete the Invoice
- Select the specific charge and delete it.

Important Notes

Unpaid Invoices: Deletion is allowed only if the invoice remains unpaid (i.e., still a balance due).
Paid Invoices: Once paid, invoices cannot be deleted.

Refund Options for Paid Invoices

If a payment has already been made, it cannot be deleted. Here’s how to handle refunds:

Cash or Check Payments:
- Issue the refund directly to the patient by the practice.
Credit Card Payments:
- Send an email to DocVilla support with the following details:
  - Amount to be refunded.
  - Patient Name.
  - Date of the Transaction.
- DocVilla will process the refund on your behalf.

Conclusion

DocVilla provides a straightforward way to delete unpaid invoices and manage refunds for paid invoices. By following these steps, you can ensure proper financial management and provide hassle-free support to your patients.