MANSOQ Billing
Cancel a payment or mark it entered in error
This flow describes how to cancel a payment or mark it entered in error. MANSOQ recalculates the account balance after you confirm. Pre-requisites - You recorded the payment in MANSOQ, and you open its payment detail page. - You have the…
3.1 · versioned documentation · 2 min read
Overview
This flow describes how to cancel a payment or mark it entered in error. MANSOQ recalculates the account balance after you confirm.
Pre-requisites
- You recorded the payment in MANSOQ, and you open its payment detail page.
- You have the permissions listed below.
Permissions
| Permission | Access |
|---|---|
| Can Write Payment Reconciliation | Lets you cancel a payment or mark it entered in error soon after you record it. Facility Admin, Admin, Staff, Doctor, Nurse, and Pharmacist have this permission. |
| Can Destroy Payment Reconciliation | Lets you cancel a payment or mark it entered in error after the facility's free-cancel window ends. Facility Admin and Admin have this permission. |
Note: By default, the free-cancel window is effectively immediate. Most users need the Can Destroy Payment Reconciliation permission.
Steps
1. Open the payment detail page
Open the payment that you want to cancel or mark entered in error.
2. Choose the reason
Choose one of these actions:
| Action | When to use it |
|---|---|
| Mark as Cancelled | The payment does not apply anymore. |
| Mark as entered in error | You recorded the payment by mistake. |
Note: On the payment detail page, press c for Mark as Cancelled. Press e for Mark as entered in error.
3. Confirm the change
Confirm the reason that you chose.
Expected Outcome
- The payment shows the status that you chose.
- MANSOQ recalculates the balance of the account.
Related
Concepts:
Flows:
Source evidence
References are pinned to the private MANSOQ source repository. Repository access is required to open these links.