Revogar facturas consolidadas

[en] This article explains how to revoke a consolidated invoice. If you need to credit a consolidated invoice, or part of one, you must revoke it first.

[en] You can only revoke a consolidated invoice if it has not been paid. If payments have been made on a consolidated invoice, you must first cancel them. This is possible if payment cancellations are enabled in your clinic location settings and you have the required user rights.

[en] To revoke a consolidated invoice:

[en] On the consolidated invoice page, select the Revoke Consolidated Invoice button at the bottom of the page.
[en] Confirm the action when prompted.

[en] If draft invoices were finalised when the consolidated invoice was created, they will remain finalised after the consolidated invoice has been revoked. Once the consolidated invoice is revoked, the original invoices can be edited again (for example, you can create a credit note for an invoice).

Nota

[en] Depending on your clinic's settings, you may not be able to revoke a consolidated invoice if its invoice date is before the current month. This setting is controlled at Settings > Clinic location > Clinic location settings > Allow revoking consolidated invoices older than the current month. Accessing settings needs certain user permissions.

[en] If the Revoke Consolidated Invoice Button is Not Visible

[en] If you do not see the Revoke Consolidated Invoice button, it likely means payments have been made on the consolidated invoice. You can transfer payments made on the consolidated invoice to the client's prepayments.

[en] View the consolidated invoice.
[en] Under Payments, select the Arrow button at the end of the payment row.
[en] After transferring the payment to prepayments, the red Revoke Consolidated Invoice button should appear at the bottom of the invoice page.
[en] Select this button and confirm the actions to revoke the consolidated invoice.
[en] After revocation, you can reuse the payment that was moved to prepayments for any of the client's open invoices.

[en] Consolidated Invoices Paid with Provet Pay or Other Integrated Terminals

[en] If payments on the consolidated invoice were made using Provet Pay or another integrated payment terminal, you must refund the payment directly to the card before the consolidated invoice can be revoked. (see Provet Pay Payments and Refunds and Refunding Payments with Gravity Integration).