MANSOQ Billing
Cancel an invoice or mark it entered in error
This flow describes how to cancel an invoice in MANSOQ, or how to mark it as Entered in Error. Pre-requisites - You open the page of the invoice that you want to cancel. - The invoice is not Balanced, Cancelled, or Entered in Error. - The…
3.1 · versioned documentation · 2 min read
Overview
This flow describes how to cancel an invoice in MANSOQ, or how to mark it as Entered in Error.
Pre-requisites
- You open the page of the invoice that you want to cancel.
- The invoice is not Balanced, Cancelled, or Entered in Error.
- The invoice has no active payments recorded against it.
- The invoice has no active credit notes recorded against it.
- You have the permissions listed below.
Permissions
| Permission | Access |
|---|---|
| Can Write Invoice | Lets you cancel an invoice, or mark it as Entered in Error, soon after the invoice was created. Facility Admin, Admin, Staff, Doctor, Nurse, and Pharmacist hold this permission. |
| Can Destroy Invoice | Lets you cancel an invoice, or mark it as Entered in Error, after the facility's free-cancel window has passed. Facility Admin and Admin hold this permission. |
Note: By default, the free-cancel window is effectively immediate. In most cases you need the Can Destroy Invoice permission.
Steps
1. Open the dropdown menu
Open the invoice page. Click the dropdown menu.
Note: The menu does not show these actions when the invoice is Balanced, Cancelled, or Entered in Error.
2. Choose a reason
Select Mark as Cancelled to cancel the invoice.
Select Mark as entered in error when the invoice was raised by mistake.
3. Confirm the action
Confirm the action.
Note: MANSOQ blocks this action if the invoice has active payments or credit notes. Resolve the payments and the credit notes first.
Expected Outcome
- MANSOQ sets the invoice status to Cancelled or to Entered in Error.
- MANSOQ reverts the charge items on the invoice to Billable.
- You can add the reverted charge items to a new invoice.
Related
Concepts:
Flows:
Source evidence
References are pinned to the private MANSOQ source repository. Repository access is required to open these links.