MANSOQ Billing
Cancel a charge item
This flow describes how to cancel a charge item in MANSOQ. You give a reason for the cancellation when you change the status. Pre-requisites - Someone added the charge item, and its status is Billable. - If the charge item is attached to an…
3.1 · versioned documentation · 2 min read
Overview
This flow describes how to cancel a charge item in MANSOQ. You give a reason for the cancellation when you change the status.
Pre-requisites
- Someone added the charge item, and its status is Billable.
- If the charge item is attached to an invoice, that invoice is still a draft. You cannot cancel a charge item that is attached to an issued or balanced invoice. Cancel the invoice first.
- You have the permissions listed below.
Permissions
| Permission | Access |
|---|---|
| Can Cancel Charge Item | Lets you cancel a charge item. Facility Admin and Admin have this permission. |
Steps
1. Open the row menu
Find the charge item in the list. Open the row menu on the charge item's row.
Note: The status options are available only while the charge item's status is Billable.
2. Choose a new status
Choose the status that gives the reason for the cancellation. MANSOQ shows these reasons:
- Not Billable
- Aborted
- Entered in Error
3. Confirm the change
Confirm the change. MANSOQ applies the new status to the charge item.
Expected Outcome
- The charge item shows the new status.
- If the charge item is attached to a draft invoice, MANSOQ removes it from that invoice.
- MANSOQ updates the totals of that draft invoice.
Related
Concepts:
Flows:
Source evidence
References are pinned to the private MANSOQ source repository. Repository access is required to open these links.