How do we delete/ edit payments that have been posted

Support
#1

Situation

We mistakenly posted a payment incorrectly but do not know how to edit it or, worse case scenario, delete it

Describe your problem here

We mistakenly posted a payment incorrectly but do not know how to edit it or, worse case scenario, delete it

OpenEMR Version
I’m using OpenEMR version

5.0.2

Browser:
I’m using:

FireFox

Operating System
I’m using:

Mac OS

Logs
Did you check the logs?

Yes but we cannot identify what action is specifically for payment posting

Was there anything pertinent in them?
Please paste them here (surround with three backticks (```) for readability.
You can also turn on User Debugging under Administration->Globals->Logging User Debugging Options=>All

#2

Hi @topnoch, usually you can delete it from the invoice and try again.

#3

Hi @topnoch
The details:
1st pic below:
Get to the invoice from the main menu, Fees/ Posting
Search on the pt name, payer or invoice number.
In the Search Results list click on the erroneous invoice number (oval).
2nd pic:
In the invoice you may enter an adjustment (+ or - value in oval ) or select the delete checkbox (arrow) and click ‘Save’.
Best- HT

inv0
inv0800×505 88.1 KB

inv1
inv1800×605 65.6 KB

1 Like
#4

Ahh fantastic, thanks @stephenwaite and @htuck , we see it.

What about payments from Fees>Payment … is there way to delete those? Because we have a scenario where we have posted in both Posting and Payment. Is there a way to delete without having to do it through the database?

#5

you can search for payments posted by era with check #